HNW
High Note Wealth’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Hold |
1,774
| – | – | 0.03% | 117 |
|
|
2025
Q1 | $140K | Sell |
1,774
-150
| -8% | -$11.8K | 0.03% | 112 |
|
|
2024
Q4 | $146K | Buy |
+1,924
| New | +$146K | 0.04% | 112 |
|
|
2021
Q2 | – | Sell |
-9,572
| Closed | -$612K | – | 87 |
|
|
2021
Q1 | $612K | Sell |
9,572
-2,075
| -18% | -$133K | 0.24% | 62 |
|
|
2020
Q4 | $730K | Buy |
+11,647
| New | +$730K | 0.31% | 60 |
|