Gerber Kawasaki Wealth & 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 | $1.56M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2024
Q1 | $139K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $148K | Buy |
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