Fox Hill Wealth Management’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
$2.24M Buy
27,420
+334
+1% +$27.3K 1.15% 27
2025
Q1
$2.14M Buy
27,086
+44
+0.2% +$3.47K 1.26% 25
2024
Q4
$2.05M Sell
27,042
-314
-1% -$23.8K 1.16% 26
2024
Q3
$2.21M Buy
27,356
+7,488
+38% +$605K 1.22% 26
2024
Q2
$1.35M Buy
+19,868
New +$1.35M 0.83% 36