Lionsbridge 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 | $1.52M | Sell |
18,652
-23,400
| -56% | -$1.91M | 1.52% | 27 |
|
|
2025
Q1 | $3.24M | Buy |
42,052
+19,119
| +83% | +$1.47M | 2.88% | 11 |
|
|
2024
Q4 | $1.74M | Sell |
22,933
-1,830
| -7% | -$139K | 1.46% | 26 |
|
|
2024
Q3 | $2M | Sell |
24,763
-338
| -1% | -$27.3K | 1.58% | 22 |
|
|
2024
Q2 | $1.71M | Buy |
+25,101
| New | +$1.71M | 1.37% | 24 |
|
|
2020
Q1 | – | Sell |
-209
| Closed | -$13K | – | 328 |
|
|
2019
Q4 | $13K | Buy |
+209
| New | +$13K | 0.01% | 110 |
|