GSB 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 | $389K | Hold |
4,760
| – | – | 0.1% | 161 |
|
|
2025
Q1 | $375K | Buy |
4,760
+150
| +3% | +$11.8K | 0.1% | 155 |
|
|
2024
Q4 | $349K | Sell |
4,610
-200
| -4% | -$15.1K | 0.09% | 165 |
|
|
2024
Q3 | $389K | Hold |
4,810
| – | – | 0.1% | 155 |
|
|
2024
Q2 | $328K | Hold |
4,810
| – | – | 0.09% | 170 |
|
|
2024
Q1 | $316K | Sell |
4,810
-3,040
| -39% | -$200K | 0.09% | 170 |
|
|
2023
Q4 | $497K | Buy |
+7,850
| New | +$497K | 0.15% | 136 |
|