Golden State 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 | $112K | Buy |
1,366
+1
| +0.1% | +$82 | 0.01% | 456 |
|
|
2025
Q1 | $108K | Sell |
1,365
-4
| -0.3% | -$316 | 0.02% | 426 |
|
|
2024
Q4 | $104K | Buy |
+1,369
| New | +$104K | 0.02% | 422 |
|
|
2020
Q2 | – | Sell |
-900
| Closed | -$50K | – | 930 |
|
|
2020
Q1 | $50K | Buy |
+900
| New | +$50K | 0.02% | 363 |
|
|
2019
Q4 | – | Sell |
-900
| Closed | -$58K | – | 974 |
|
|
2019
Q3 | $58K | Hold |
900
| – | – | 0.02% | 396 |
|
|
2019
Q2 | $53K | Hold |
900
| – | – | 0.02% | 446 |
|
|
2019
Q1 | $52K | Buy |
+900
| New | +$52K | 0.02% | 438 |
|