LexAurum Advisors’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 | $438K | Sell |
5,368
-18
| -0.3% | -$1.47K | 0.07% | 215 |
|
|
2025
Q1 | $425K | Buy |
5,386
+18
| +0.3% | +$1.42K | 0.08% | 214 |
|
|
2024
Q4 | $406K | Hold |
5,368
| – | – | 0.08% | 209 |
|
|
2024
Q3 | $434K | Buy |
5,368
+600
| +13% | +$48.5K | 0.1% | 186 |
|
|
2024
Q2 | $325K | Buy |
4,768
+138
| +3% | +$9.4K | 0.08% | 213 |
|
|
2024
Q1 | $304K | Sell |
4,630
-20
| -0.4% | -$1.31K | 0.08% | 224 |
|
|
2023
Q4 | $294K | Buy |
4,650
+20
| +0.4% | +$1.27K | 0.08% | 227 |
|
|
2023
Q3 | $273K | Sell |
4,630
-213
| -4% | -$12.6K | 0.08% | 228 |
|
|
2023
Q2 | $317K | Buy |
4,843
+1,450
| +43% | +$94.9K | 0.1% | 190 |
|
|
2023
Q1 | $230K | Buy |
+3,393
| New | +$230K | 0.08% | 224 |
|