Howard Capital Management Group’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 | $391K | Sell |
4,785
-640
| -12% | -$52.3K | 0.03% | 94 |
|
|
2025
Q1 | $428K | Sell |
5,425
-26,451
| -83% | -$2.09M | 0.03% | 84 |
|
|
2024
Q4 | $2.41M | Sell |
31,876
-726
| -2% | -$55K | 0.17% | 43 |
|
|
2024
Q3 | $2.63M | Buy |
32,602
+12,048
| +59% | +$973K | 0.19% | 40 |
|
|
2024
Q2 | $1.4M | Buy |
20,554
+3,426
| +20% | +$233K | 0.1% | 50 |
|
|
2024
Q1 | $1.12M | Buy |
17,128
+2,404
| +16% | +$158K | 0.09% | 55 |
|
|
2023
Q4 | $932K | Buy |
14,724
+2,659
| +22% | +$168K | 0.08% | 55 |
|
|
2023
Q3 | $711K | Buy |
12,065
+2,431
| +25% | +$143K | 0.07% | 57 |
|
|
2023
Q2 | $630K | Buy |
9,634
+4,836
| +101% | +$316K | 0.06% | 63 |
|
|
2023
Q1 | $325K | Buy |
+4,798
| New | +$325K | 0.03% | 85 |
|