Lodestone 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 | $314K | Buy |
3,843
+426
| +12% | +$34.8K | 0.15% | 131 |
|
|
2025
Q1 | $269K | Buy |
3,417
+143
| +4% | +$11.3K | 0.14% | 130 |
|
|
2024
Q4 | $248K | Buy |
3,274
+135
| +4% | +$10.2K | 0.12% | 130 |
|
|
2024
Q3 | $254K | Sell |
3,139
-3,271
| -51% | -$264K | 0.13% | 127 |
|
|
2024
Q2 | $437K | Buy |
6,410
+127
| +2% | +$8.65K | 0.23% | 102 |
|
|
2024
Q1 | $412K | Buy |
6,283
+175
| +3% | +$11.5K | 0.22% | 106 |
|
|
2023
Q4 | $387K | Buy |
+6,108
| New | +$387K | 0.22% | 105 |
|
|
2023
Q2 | – | Sell |
-4,631
| Closed | -$313K | – | 134 |
|
|
2023
Q1 | $313K | Buy |
4,631
+19
| +0.4% | +$1.29K | 0.24% | 103 |
|
|
2022
Q4 | $325K | Buy |
+4,612
| New | +$325K | 0.26% | 87 |
|