JB Capital’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 | $398K | Buy |
+4,874
| New | +$398K | 0.02% | 179 |
|
2022
Q2 | – | Sell |
-3,923
| Closed | -$293K | – | 248 |
|
2022
Q1 | $293K | Sell |
3,923
-2,895
| -42% | -$216K | 0.03% | 199 |
|
2021
Q4 | $488K | Buy |
6,818
+694
| +11% | +$49.7K | 0.05% | 168 |
|
2021
Q3 | $391K | Buy |
+6,124
| New | +$391K | 0.05% | 192 |
|