Measured Wealth Private Client Group’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 | $4.27M | Buy |
52,242
+6,348
| +14% | +$518K | 1.28% | 17 |
|
|
2025
Q1 | $3.62M | Sell |
45,894
-8,579
| -16% | -$676K | 1.16% | 19 |
|
|
2024
Q4 | $4.12M | Buy |
54,473
+5,730
| +12% | +$434K | 1.33% | 17 |
|
|
2024
Q3 | $3.94M | Buy |
48,743
+23,514
| +93% | +$1.9M | 1.32% | 16 |
|
|
2024
Q2 | $1.72M | Buy |
25,229
+8,992
| +55% | +$613K | 0.6% | 23 |
|
|
2024
Q1 | $1.07M | Buy |
+16,237
| New | +$1.07M | 0.37% | 34 |
|
|
2023
Q3 | – | Sell |
-6,985
| Closed | -$457K | – | 188 |
|
|
2023
Q2 | $457K | Sell |
6,985
-2,025
| -22% | -$133K | 0.17% | 97 |
|
|
2023
Q1 | $610K | Sell |
9,010
-3,230
| -26% | -$219K | 0.23% | 59 |
|
|
2022
Q4 | $863K | Sell |
12,240
-52,109
| -81% | -$3.67M | 0.36% | 39 |
|
|
2022
Q3 | $4.22M | Buy |
64,349
+9,511
| +17% | +$623K | 1.86% | 12 |
|
|
2022
Q2 | $3.85M | Buy |
54,838
+5,790
| +12% | +$406K | 1.7% | 9 |
|
|
2022
Q1 | $3.65M | Buy |
49,048
+7,476
| +18% | +$557K | 1.34% | 13 |
|
|
2021
Q4 | $2.98M | Buy |
41,572
+2,214
| +6% | +$158K | 1.05% | 17 |
|
|
2021
Q3 | $2.51M | Buy |
+39,358
| New | +$2.51M | 0.97% | 18 |
|
|
2019
Q2 | – | Sell |
-7,317
| Closed | -$426K | – | 223 |
|
|
2019
Q1 | $426K | Buy |
7,317
+1,300
| +22% | +$75.7K | 0.26% | 78 |
|
|
2018
Q4 | $318K | Sell |
6,017
-245
| -4% | -$12.9K | 0.29% | 55 |
|
|
2018
Q3 | $330K | Buy |
6,262
+300
| +5% | +$15.8K | 0.2% | 97 |
|
|
2018
Q2 | $309K | Buy |
+5,962
| New | +$309K | 0.25% | 92 |
|