Heritage Wealth Partners’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
Q1 | $209K | Sell |
2,654
-654
| -20% | -$51.6K | 0.32% | 63 |
|
|
2024
Q4 | $250K | Sell |
3,308
-9,723
| -75% | -$736K | 0.31% | 56 |
|
|
2024
Q3 | $1.05M | Buy |
+13,031
| New | +$1.05M | 1.24% | 21 |
|
|
2023
Q4 | – | Sell |
-4,158
| Closed | -$245K | – | 46 |
|
|
2023
Q3 | $245K | Sell |
4,158
-805
| -16% | -$47.4K | 0.52% | 32 |
|
|
2023
Q2 | $325K | Buy |
+4,963
| New | +$325K | 0.19% | 55 |
|