FIC
Family Investment Center’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
6,251
-706
| -10% | -$57.6K | 0.12% | 52 |
|
|
2025
Q1 | $549K | Buy |
6,957
+3,770
| +118% | +$297K | 0.13% | 50 |
|
|
2024
Q4 | $241K | Buy |
3,187
+141
| +5% | +$10.7K | 0.06% | 79 |
|
|
2024
Q3 | $246K | Buy |
3,046
+64
| +2% | +$5.17K | 0.06% | 78 |
|
|
2024
Q2 | $203K | Buy |
+2,982
| New | +$203K | 0.06% | 83 |
|
|
2024
Q1 | – | Sell |
-3,514
| Closed | -$223K | – | 86 |
|
|
2023
Q4 | $223K | Sell |
3,514
-818
| -19% | -$51.8K | 0.11% | 68 |
|
|
2023
Q3 | $255K | Sell |
4,332
-2,600
| -38% | -$153K | 0.15% | 45 |
|
|
2023
Q2 | $454K | Sell |
6,932
-2,310
| -25% | -$151K | 0.29% | 28 |
|
|
2023
Q1 | $626K | Sell |
9,242
-51,388
| -85% | -$3.48M | 0.43% | 25 |
|
|
2022
Q4 | $4.27M | Buy |
+60,630
| New | +$4.27M | 3.12% | 7 |
|