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Kaizen Financial Strategies’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Kaizen Financial Strategies’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$309K Hold
3,780
– – 0.16% 112
2025
Q1 		$298K Buy
3,780
+460
+14% +$36.3K 0.17% 103
2024
Q4 		$251K Sell
3,320
-3,020
-48% -$229K 0.14% 107
2024
Q3 		$512K Buy
+6,340
New +$512K 0.3% 55