JBR Co Financial 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 | $1.43M | Buy |
17,486
+175
| +1% | +$14.3K | 0.7% | 37 |
|
|
2025
Q1 | $1.36M | Buy |
17,311
+85
| +0.5% | +$6.7K | 0.8% | 38 |
|
|
2024
Q4 | $1.3M | Buy |
17,226
+280
| +2% | +$21.2K | 0.79% | 34 |
|
|
2024
Q3 | $1.37M | Buy |
16,946
+195
| +1% | +$15.8K | 0.9% | 26 |
|
|
2024
Q2 | $1.14M | Buy |
16,751
+8,295
| +98% | +$565K | 0.8% | 30 |
|
|
2024
Q1 | $555K | Sell |
8,456
-329
| -4% | -$21.6K | 0.44% | 55 |
|
|
2023
Q4 | $556K | Buy |
+8,785
| New | +$556K | 0.52% | 52 |
|