Hoey Investments’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 | $10.2K | Hold |
125
| – | – | ﹤0.01% | 231 |
|
|
2025
Q1 | $9.86K | Sell |
125
-50
| -29% | -$3.94K | ﹤0.01% | 210 |
|
|
2024
Q4 | $13.2K | Buy |
175
+50
| +40% | +$3.79K | ﹤0.01% | 194 |
|
|
2024
Q3 | $8.52K | Hold |
125
| – | – | ﹤0.01% | 208 |
|
|
2024
Q2 | $8.52K | Hold |
125
| – | – | ﹤0.01% | 208 |
|
|
2024
Q1 | $8.21K | Hold |
125
| – | – | ﹤0.01% | 211 |
|
|
2023
Q4 | $7.92K | Hold |
125
| – | – | ﹤0.01% | 214 |
|
|
2023
Q3 | $7.37K | Hold |
125
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $8.18K | Sell |
125
-51
| -29% | -$3.34K | ﹤0.01% | 216 |
|
|
2023
Q1 | $11.9K | Hold |
176
| – | – | ﹤0.01% | 198 |
|
|
2022
Q4 | $12.4K | Buy |
176
+1
| +0.6% | +$70 | 0.01% | 198 |
|
|
2022
Q3 | $11K | Buy |
175
+50
| +40% | +$3.14K | ﹤0.01% | 206 |
|
|
2022
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 180 |
|
|
2022
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 163 |
|
|
2021
Q4 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 171 |
|