Fulcrum Equity 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 | $1.27M | Buy |
15,544
+11,775
| +312% | +$962K | 1.3% | 16 |
|
|
2025
Q1 | $297K | Sell |
3,769
-15,610
| -81% | -$1.23M | 0.32% | 69 |
|
|
2024
Q4 | $1.47M | Buy |
19,379
+7,541
| +64% | +$571K | 1.45% | 12 |
|
|
2024
Q3 | $956K | Buy |
11,838
+4,833
| +69% | +$390K | 0.81% | 41 |
|
|
2024
Q2 | $477K | Buy |
+7,005
| New | +$477K | 0.43% | 76 |
|
|
2022
Q4 | – | Sell |
-4,733
| Closed | -$310K | – | 80 |
|
|
2022
Q3 | $310K | Buy |
4,733
+700
| +17% | +$45.8K | 0.26% | 49 |
|
|
2022
Q2 | $283K | Buy |
+4,033
| New | +$283K | 0.23% | 54 |
|
|
2021
Q1 | – | Sell |
-33,779
| Closed | -$2.12M | – | 213 |
|
|
2020
Q4 | $2.12M | Buy |
+33,779
| New | +$2.12M | 0.84% | 43 |
|
|
2019
Q4 | – | Sell |
-1,348
| Closed | -$87K | – | 235 |
|
|
2019
Q3 | $87K | Buy |
+1,348
| New | +$87K | 0.04% | 98 |
|