IWA
IBEX Wealth Advisors’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 | $714K | Buy |
+8,741
| New | +$714K | 0.08% | 132 |
|
|
2025
Q1 | – | Sell |
-20,924
| Closed | -$1.58M | – | 219 |
|
|
2024
Q4 | $1.58M | Buy |
+20,924
| New | +$1.58M | 0.19% | 93 |
|
|
2023
Q1 | – | Sell |
-6,293
| Closed | -$444K | – | 187 |
|
|
2022
Q4 | $444K | Sell |
6,293
-111
| -2% | -$7.83K | 0.1% | 136 |
|
|
2022
Q3 | $420K | Buy |
6,404
+103
| +2% | +$6.76K | 0.11% | 112 |
|
|
2022
Q2 | $442K | Sell |
6,301
-375
| -6% | -$26.3K | 0.1% | 113 |
|
|
2022
Q1 | $497K | Buy |
6,676
+1,316
| +25% | +$98K | 0.1% | 115 |
|
|
2021
Q4 | $384K | Sell |
5,360
-154
| -3% | -$11K | 0.07% | 137 |
|
|
2021
Q3 | $352K | Buy |
5,514
+370
| +7% | +$23.6K | 0.07% | 139 |
|
|
2021
Q2 | $325K | Buy |
+5,144
| New | +$325K | 0.07% | 137 |
|