Koa 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 | $2.52M | Sell |
30,831
-3,803
| -11% | -$311K | 2% | 16 |
|
|
2025
Q1 | $2.73M | Sell |
34,634
-1,366
| -4% | -$108K | 2.21% | 14 |
|
|
2024
Q4 | $2.72M | Sell |
36,000
-1,512
| -4% | -$114K | 2.23% | 12 |
|
|
2024
Q3 | $3.03M | Sell |
37,512
-1,589
| -4% | -$128K | 2.34% | 13 |
|
|
2024
Q2 | $2.66M | Buy |
39,101
+1,081
| +3% | +$73.7K | 2.25% | 12 |
|
|
2024
Q1 | $2.5M | Buy |
38,020
+19,809
| +109% | +$1.3M | 2.25% | 16 |
|
|
2023
Q4 | $1.15M | Buy |
+18,211
| New | +$1.15M | 1.14% | 26 |
|