Founders Capital Management (Texas)’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
Q2 | $64.1K | Hold |
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|
2025
Q1 | $61.9K | Hold |
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|
2024
Q4 | $59.4K | Hold |
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|
2024
Q3 | $63.4K | Sell |
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|
2024
Q2 | $57.2K | Sell |
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|
2024
Q1 | $57.1K | Sell |
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|
2023
Q4 | $59.8K | Buy |
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|
2023
Q3 | $39.5K | Hold |
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|
2023
Q2 | $43.8K | Hold |
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|
2023
Q1 | $45K | Hold |
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|
2022
Q4 | $47K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $47K | Buy |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Sell |
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $28K | Hold |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $27K | Buy |
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