Gerber Kawasaki Wealth & Investment 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 | $1.26M | Buy |
15,405
+1,647
| +12% | +$134K | 0.05% | 136 |
|
|
2025
Q1 | $1.08M | Buy |
13,758
+302
| +2% | +$23.8K | 0.05% | 131 |
|
|
2024
Q4 | $1.02M | Buy |
13,456
+698
| +5% | +$52.8K | 0.04% | 142 |
|
|
2024
Q3 | $1.03M | Buy |
12,758
+8,124
| +175% | +$656K | 0.05% | 134 |
|
|
2024
Q2 | $316K | Buy |
4,634
+2,523
| +120% | +$172K | 0.02% | 219 |
|
|
2024
Q1 | $139K | Buy |
+2,111
| New | +$139K | 0.01% | 272 |
|
|
2023
Q4 | – | Sell |
-7,194
| Closed | -$424K | – | 280 |
|
|
2023
Q3 | $424K | Sell |
7,194
-1,034
| -13% | -$60.9K | 0.03% | 171 |
|
|
2023
Q2 | $538K | Sell |
8,228
-642
| -7% | -$42K | 0.04% | 162 |
|
|
2023
Q1 | $600K | Buy |
8,870
+24
| +0.3% | +$1.63K | 0.05% | 157 |
|
|
2022
Q4 | $624K | Buy |
8,846
+44
| +0.5% | +$3.1K | 0.06% | 152 |
|
|
2022
Q3 | $576K | Buy |
8,802
+2,070
| +31% | +$135K | 0.05% | 149 |
|
|
2022
Q2 | $472K | Buy |
6,732
+1,129
| +20% | +$79.2K | 0.04% | 160 |
|
|
2022
Q1 | $417K | Buy |
5,603
+2,666
| +91% | +$198K | 0.03% | 173 |
|
|
2021
Q4 | $210K | Buy |
2,937
+607
| +26% | +$43.4K | 0.02% | 254 |
|
|
2021
Q3 | $148K | Buy |
+2,330
| New | +$148K | 0.02% | 206 |
|