FWM
Foguth Wealth Management’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 | $7.48M | Buy |
91,542
+74,171
| +427% | +$6.06M | 1.6% | 19 |
|
|
2025
Q1 | $1.37M | Sell |
17,371
-34,859
| -67% | -$2.75M | 0.33% | 53 |
|
|
2024
Q4 | $4.15M | Buy |
52,230
+25,160
| +93% | +$2M | 1.09% | 28 |
|
|
2024
Q3 | $2.15M | Sell |
27,070
-2,222
| -8% | -$177K | 0.78% | 33 |
|
|
2024
Q2 | $2M | Buy |
29,292
+20,763
| +243% | +$1.41M | 0.88% | 28 |
|
|
2024
Q1 | $560K | Buy |
+8,529
| New | +$560K | 0.3% | 66 |
|