Future Financial 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 | $2.79K | Hold |
34
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $2.67K | Hold |
34
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $2.55K | Buy |
34
+1
| +3% | +$75 | ﹤0.01% | 413 |
|
|
2024
Q3 | $2.7K | Buy |
+33
| New | +$2.7K | ﹤0.01% | 432 |
|
|
2024
Q2 | – | Sell |
-33
| Closed | -$2.16K | – | 481 |
|
|
2024
Q1 | $2.16K | Buy |
+33
| New | +$2.16K | ﹤0.01% | 459 |
|
|
2023
Q2 | – | Sell |
-11,755
| Closed | -$790K | – | 121 |
|
|
2023
Q1 | $790K | Buy |
+11,755
| New | +$790K | 0.87% | 31 |
|
|
2022
Q2 | – | Sell |
-134
| Closed | -$10K | – | 513 |
|
|
2022
Q1 | $10K | Sell |
134
-212
| -61% | -$15.8K | 0.01% | 428 |
|
|
2021
Q4 | $24K | Buy |
+346
| New | +$24K | 0.02% | 358 |
|