LP
LGL Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
2,964
+20
| +0.7% | +$1.73K | 0.11% | 47 |
|
|
2025
Q1 | $232K | Buy |
2,944
+22
| +0.8% | +$1.73K | 0.11% | 48 |
|
|
2024
Q4 | $221K | Sell |
2,922
-126
| -4% | -$9.54K | 0.03% | 110 |
|
|
2024
Q3 | $246K | Sell |
3,048
-166
| -5% | -$13.4K | 0.03% | 104 |
|
|
2024
Q2 | $219K | Buy |
+3,214
| New | +$219K | 0.03% | 103 |
|
|
2024
Q1 | – | Sell |
-3,232
| Closed | -$205K | – | 110 |
|
|
2023
Q4 | $205K | Buy |
+3,232
| New | +$205K | 0.03% | 95 |
|
|
2023
Q1 | – | Sell |
-2,940
| Closed | -$207K | – | 101 |
|
|
2022
Q4 | $207K | Buy |
+2,940
| New | +$207K | 0.04% | 88 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$238K | – | 105 |
|
|
2022
Q1 | $238K | Buy |
+3,200
| New | +$238K | 0.03% | 91 |
|