FWL Investment Management’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
Q3 | $620K | Buy |
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|
2025
Q2 | $473K | Buy |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $11.7K | Buy |
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|
2023
Q4 | $8.74K | Buy |
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|
2023
Q3 | $1.83K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $10.7K | Hold |
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|
2022
Q4 | $11.1K | Sell |
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|
2022
Q3 | $11K | Buy |
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