FPC Investment Advisory’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 | $436K | Sell |
5,152
-12
| -0.2% | -$1.02K | 0.27% | 19 |
|
|
2025
Q1 | $411K | Sell |
5,164
-300
| -5% | -$23.9K | 0.28% | 20 |
|
|
2024
Q4 | $426K | Sell |
5,464
-2,525
| -32% | -$197K | 0.31% | 20 |
|
|
2024
Q3 | $635K | Sell |
7,989
-11
| -0.1% | -$874 | 0.54% | 17 |
|
|
2024
Q2 | $561K | Sell |
8,000
-262
| -3% | -$18.4K | 0.51% | 17 |
|
|
2024
Q1 | $551K | Buy |
+8,262
| New | +$551K | 0.54% | 17 |
|