MGB 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 | $81.7K | Hold |
1,000
| – | – | 0.03% | 250 |
|
|
2025
Q1 | $78.9K | Buy |
1,000
+600
| +150% | +$47.3K | 0.03% | 238 |
|
|
2024
Q4 | $30.3K | Hold |
400
| – | – | 0.01% | 250 |
|
|
2024
Q3 | $32.3K | Buy |
400
+300
| +300% | +$24.2K | 0.01% | 239 |
|
|
2024
Q2 | $7.13K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2024
Q1 | $6.57K | Buy |
100
+50
| +100% | +$3.28K | ﹤0.01% | 254 |
|
|
2023
Q4 | $3.17K | Buy |
+50
| New | +$3.17K | ﹤0.01% | 254 |
|