Flagship Private Wealth’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Buy |
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|
2025
Q2 | $431K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $457K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $453K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $32.1K | Buy |
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|
2021
Q1 | $20.4K | Sell |
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|
2020
Q4 | $19.4K | Buy |
|