Kingsview 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 | $2.33M | Buy |
28,511
+1,676
| +6% | +$137K | 0.04% | 409 |
|
|
2025
Q1 | $2.12M | Sell |
26,835
-2,713
| -9% | -$214K | 0.04% | 380 |
|
|
2024
Q4 | $2.24M | Sell |
29,548
-403,072
| -93% | -$30.5M | 0.04% | 367 |
|
|
2024
Q3 | $34.9M | Buy |
432,620
+410,933
| +1,895% | +$33.2M | 0.74% | 28 |
|
|
2024
Q2 | $1.48M | Sell |
21,687
-5,862
| -21% | -$399K | 0.03% | 415 |
|
|
2024
Q1 | $1.81M | Sell |
27,549
-833
| -3% | -$54.7K | 0.05% | 361 |
|
|
2023
Q4 | $1.8M | Buy |
28,382
+15,423
| +119% | +$977K | 0.05% | 307 |
|
|
2023
Q3 | $764K | Sell |
12,959
-405,156
| -97% | -$23.9M | 0.03% | 506 |
|
|
2023
Q2 | $27.4M | Buy |
418,115
+64,932
| +18% | +$4.25M | 1.07% | 13 |
|
|
2023
Q1 | $23.9M | Buy |
353,183
+291,330
| +471% | +$19.7M | 1% | 13 |
|
|
2022
Q4 | $4.36M | Buy |
61,853
+2,191
| +4% | +$154K | 0.19% | 132 |
|
|
2022
Q3 | $3.91M | Sell |
59,662
-191,868
| -76% | -$12.6M | 0.19% | 129 |
|
|
2022
Q2 | $17.6M | Buy |
251,530
+215,739
| +603% | +$15.1M | 0.84% | 13 |
|
|
2022
Q1 | $2.67M | Sell |
35,791
-238
| -0.7% | -$17.7K | 0.12% | 187 |
|
|
2021
Q4 | $2.58M | Sell |
36,029
-508
| -1% | -$36.4K | 0.11% | 197 |
|
|
2021
Q3 | $2.33M | Buy |
36,537
+27,631
| +310% | +$1.77M | 0.11% | 198 |
|
|
2021
Q2 | $569K | Sell |
8,906
-401
| -4% | -$25.6K | 0.03% | 528 |
|
|
2021
Q1 | $595K | Sell |
9,307
-5,035
| -35% | -$322K | 0.03% | 472 |
|
|
2020
Q4 | $899K | Sell |
14,342
-2,028
| -12% | -$127K | 0.07% | 300 |
|
|
2020
Q3 | $972K | Sell |
16,370
-4,134
| -20% | -$245K | 0.09% | 228 |
|
|
2020
Q2 | $1.16M | Buy |
20,504
+3,772
| +23% | +$213K | 0.12% | 186 |
|
|
2020
Q1 | $927K | Sell |
16,732
-121,478
| -88% | -$6.73M | 0.13% | 190 |
|
|
2019
Q4 | $8.93M | Buy |
138,210
+90,469
| +189% | +$5.85M | 1.12% | 10 |
|
|
2019
Q3 | $3.09M | Sell |
47,741
-76,742
| -62% | -$4.97M | 0.49% | 58 |
|
|
2019
Q2 | $7.42M | Buy |
124,483
+3,715
| +3% | +$222K | 1.25% | 10 |
|
|
2019
Q1 | $7.03M | Buy |
120,768
+8,843
| +8% | +$514K | 1.07% | 13 |
|
|
2018
Q4 | $5.92M | Buy |
111,925
+75,528
| +208% | +$4M | 1.29% | 9 |
|
|
2018
Q3 | $1.92M | Buy |
36,397
+32,072
| +742% | +$1.69M | 0.39% | 75 |
|
|
2018
Q2 | $225K | Sell |
4,325
-35
| -0.8% | -$1.82K | 0.05% | 290 |
|
|
2018
Q1 | $220K | Sell |
4,360
-1,149
| -21% | -$58K | 0.05% | 290 |
|
|
2017
Q4 | $290K | Sell |
5,509
-1,339
| -20% | -$70.5K | 0.1% | 250 |
|
|
2017
Q3 | $363K | Buy |
6,848
+1,052
| +18% | +$55.8K | 0.16% | 179 |
|
|
2017
Q2 | $301K | Buy |
5,796
+196
| +4% | +$10.2K | 0.16% | 185 |
|
|
2017
Q1 | $287K | Buy |
+5,600
| New | +$287K | 0.17% | 181 |
|