MCP
Mirador Capital Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $931K | Buy |
11,406
+534
| +5% | +$43.6K | 0.15% | 96 |
|
2025
Q1 | $857K | Buy |
10,872
+355
| +3% | +$28K | 0.15% | 98 |
|
2024
Q4 | $796K | Buy |
10,517
+574
| +6% | +$43.4K | 0.14% | 103 |
|
2024
Q3 | $803K | Buy |
+9,943
| New | +$803K | 0.14% | 99 |
|
2019
Q3 | – | Sell |
-5,657
| Closed | -$337K | – | 181 |
|
2019
Q2 | $337K | Buy |
+5,657
| New | +$337K | 0.17% | 106 |
|