Lake Hills 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 | – | Sell |
-82,340
| Closed | -$6.49M | – | 67 |
|
|
2025
Q1 | $6.49M | Buy |
82,340
+54,473
| +195% | +$4.3M | 4.48% | 9 |
|
|
2024
Q4 | $2.11M | Buy |
27,867
+1,845
| +7% | +$140K | 1.44% | 27 |
|
|
2024
Q3 | $2.1M | Buy |
+26,022
| New | +$2.1M | 1.41% | 27 |
|
|
2023
Q3 | – | Sell |
-77,344
| Closed | -$5.06M | – | 48 |
|
|
2023
Q2 | $5.06M | Buy |
+77,344
| New | +$5.06M | 5.51% | 3 |
|
|
2023
Q1 | – | Sell |
-29,465
| Closed | -$2.08M | – | 42 |
|
|
2022
Q4 | $2.08M | Buy |
+29,465
| New | +$2.08M | 2.07% | 16 |
|
|
2022
Q3 | – | Sell |
-108,235
| Closed | -$7.59M | – | 30 |
|
|
2022
Q2 | $7.59M | Buy |
108,235
+22,186
| +26% | +$1.56M | 5.61% | 6 |
|
|
2022
Q1 | $6.41M | Buy |
+86,049
| New | +$6.41M | 4.61% | 8 |
|