LRI Investments’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 | $198K | Hold |
2,424
| – | – | 0.02% | 289 |
|
|
2025
Q1 | $191K | Hold |
2,424
| – | – | 0.02% | 272 |
|
|
2024
Q4 | $183K | Hold |
2,424
| – | – | 0.02% | 290 |
|
|
2024
Q3 | $189K | Sell |
2,424
-1,018
| -30% | -$79.5K | 0.02% | 290 |
|
|
2024
Q2 | $235K | Hold |
3,442
| – | – | 0.03% | 222 |
|
|
2024
Q1 | $226K | Buy |
+3,442
| New | +$226K | 0.06% | 125 |
|