IMZ Advisory’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 | $6.25M | Buy |
74,574
+6,406
| +9% | +$537K | 2.5% | 11 |
|
|
2025
Q1 | $5.38M | Buy |
68,168
+13,224
| +24% | +$1.04M | 2.44% | 11 |
|
|
2024
Q4 | $4.16M | Buy |
54,944
+11,546
| +27% | +$874K | 1.9% | 13 |
|
|
2024
Q3 | $3.53M | Buy |
43,398
+12,265
| +39% | +$997K | 1.63% | 13 |
|
|
2024
Q2 | $2.12M | Sell |
31,133
-17,660
| -36% | -$1.2M | 1.06% | 16 |
|
|
2024
Q1 | $3.2M | Sell |
48,793
-1,420
| -3% | -$93.2K | 1.65% | 13 |
|
|
2023
Q4 | $3.07M | Buy |
+50,213
| New | +$3.07M | 1.66% | 13 |
|