Hollow Brook 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 | $7.87M | Buy |
96,378
+24
| +0% | +$1.96K | 2.29% | 9 |
|
|
2025
Q1 | $7.6M | Hold |
96,354
| – | – | 2.23% | 10 |
|
|
2024
Q4 | $7.29M | Hold |
96,354
| – | – | 2.24% | 10 |
|
|
2024
Q3 | $7.78M | Sell |
96,354
-70
| -0.1% | -$5.66K | 2.31% | 10 |
|
|
2024
Q2 | $6.57M | Buy |
96,424
+6,687
| +7% | +$456K | 2.23% | 12 |
|
|
2024
Q1 | $5.89M | Buy |
89,737
+2,300
| +3% | +$151K | 2.18% | 12 |
|
|
2023
Q4 | $5.54M | Buy |
87,437
+8,245
| +10% | +$522K | 2.21% | 12 |
|
|
2023
Q3 | $4.67M | Buy |
79,192
+21,591
| +37% | +$1.27M | 1.95% | 17 |
|
|
2023
Q2 | $3.77M | Buy |
57,601
+17,555
| +44% | +$1.15M | 1.63% | 16 |
|
|
2023
Q1 | $2.71M | Buy |
40,046
+19,944
| +99% | +$1.35M | 1.28% | 23 |
|
|
2022
Q4 | $1.42M | Sell |
20,102
-480
| -2% | -$33.8K | 0.68% | 37 |
|
|
2022
Q3 | $1.35M | Buy |
+20,582
| New | +$1.35M | 0.77% | 35 |
|