Financial Perspectives’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8K | Hold |
71
| – | – | ﹤0.01% | 562 |
|
|
2025
Q1 | $5.6K | Hold |
71
| – | – | ﹤0.01% | 558 |
|
|
2024
Q4 | $5.37K | Hold |
71
| – | – | ﹤0.01% | 562 |
|
|
2024
Q3 | $5.74K | Hold |
71
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $4.84K | Hold |
71
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $4.66K | Hold |
71
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $4.5K | Sell |
71
-27
| -28% | -$1.71K | ﹤0.01% | 537 |
|
|
2023
Q3 | $5.78K | Buy |
98
+27
| +38% | +$1.59K | ﹤0.01% | 503 |
|
|
2023
Q2 | $4.65K | Hold |
71
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $4.81K | Hold |
71
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $5.01K | Hold |
71
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $4.65K | Hold |
71
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $4.98K | Hold |
71
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $5.29K | Hold |
71
| – | – | ﹤0.01% | 533 |
|
|
2021
Q4 | $5.08K | Hold |
71
| – | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $4.54K | Hold |
71
| – | – | ﹤0.01% | 527 |
|
|
2021
Q2 | $4.49K | Sell |
71
-4,476
| -98% | -$283K | ﹤0.01% | 554 |
|
|
2021
Q1 | $71K | Buy |
4,547
+4,476
| +6,304% | +$69.9K | ﹤0.01% | 534 |
|
|
2020
Q4 | $4.45K | Hold |
71
| – | – | ﹤0.01% | 487 |
|
|
2020
Q3 | $4.22K | Hold |
71
| – | – | ﹤0.01% | 439 |
|
|
2020
Q2 | $4.01K | Hold |
71
| – | – | ﹤0.01% | 430 |
|
|
2020
Q1 | $3.93K | Hold |
71
| – | – | ﹤0.01% | 403 |
|
|
2019
Q4 | $4.59K | Buy |
+71
| New | +$4.59K | ﹤0.01% | 400 |
|