Global Wealth Strategies & Associates’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 | $817 | Hold |
10
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $789 | Buy |
+10
| New | +$789 | ﹤0.01% | 433 |
|
|
2023
Q4 | – | Sell |
-429
| Closed | -$25.3K | – | 367 |
|
|
2023
Q3 | $25.3K | Hold |
429
| – | – | 0.01% | 104 |
|
|
2023
Q2 | $28.1K | Hold |
429
| – | – | 0.01% | 99 |
|
|
2023
Q1 | $29K | Hold |
429
| – | – | 0.02% | 93 |
|
|
2022
Q4 | $30.2K | Buy |
+429
| New | +$30.2K | 0.02% | 92 |
|