Iron Horse 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 | $44.5K | Sell |
545
-33
| -6% | -$2.7K | 0.01% | 145 |
|
|
2025
Q1 | $45.6K | Buy |
578
+33
| +6% | +$2.6K | 0.01% | 133 |
|
|
2024
Q4 | $41.3K | Hold |
545
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $44K | Buy |
545
+100
| +22% | +$8.08K | 0.02% | 121 |
|
|
2024
Q2 | $30.3K | Buy |
445
+400
| +889% | +$27.3K | 0.01% | 135 |
|
|
2024
Q1 | $2.95K | Hold |
45
| – | – | ﹤0.01% | 304 |
|
|
2023
Q4 | $2.85K | Hold |
45
| – | – | ﹤0.01% | 321 |
|
|
2023
Q3 | $2.65K | Hold |
45
| – | – | ﹤0.01% | 327 |
|
|
2023
Q2 | $2.95K | Hold |
45
| – | – | ﹤0.01% | 206 |
|
|
2023
Q1 | $3.05K | Hold |
45
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 188 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$3K | – | 303 |
|
|
2022
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 186 |
|
|
2022
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 189 |
|
|
2021
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 169 |
|
|
2021
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 151 |
|
|
2021
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 154 |
|
|
2021
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 144 |
|
|
2020
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 143 |
|