May Barnhard 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 | $970K | Buy |
11,875
+1
| +0% | +$82 | 0.45% | 43 |
|
|
2025
Q1 | $936K | Buy |
11,874
+1
| +0% | +$79 | 0.47% | 44 |
|
|
2024
Q4 | $899K | Buy |
11,873
+62
| +0.5% | +$4.69K | 0.43% | 46 |
|
|
2024
Q3 | $954K | Buy |
11,811
+67
| +0.6% | +$5.41K | 0.47% | 44 |
|
|
2024
Q2 | $800K | Hold |
11,744
| – | – | 0.41% | 45 |
|
|
2024
Q1 | $771K | Sell |
11,744
-53
| -0.4% | -$3.48K | 0.39% | 46 |
|
|
2023
Q4 | $747K | Buy |
+11,797
| New | +$747K | 0.38% | 44 |
|