Moisand Fitzgerald Tamayo’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 | $119K | Hold |
1,458
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $115K | Buy |
1,458
+305
| +26% | +$24K | 0.02% | 137 |
|
|
2024
Q4 | $87.3K | Hold |
1,153
| – | – | 0.01% | 148 |
|
|
2024
Q3 | $93.1K | Hold |
1,153
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $78.6K | Hold |
1,153
| – | – | 0.01% | 145 |
|
|
2024
Q1 | $75.7K | Hold |
1,153
| – | – | 0.01% | 151 |
|
|
2023
Q4 | $73K | Hold |
1,153
| – | – | 0.01% | 150 |
|
|
2023
Q3 | $67.9K | Hold |
1,153
| – | – | 0.01% | 155 |
|
|
2023
Q2 | $75.5K | Hold |
1,153
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $78K | Hold |
1,153
| – | – | 0.02% | 145 |
|
|
2022
Q4 | $81.3K | Hold |
1,153
| – | – | 0.02% | 137 |
|
|
2022
Q3 | $76K | Hold |
1,153
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $81K | Buy |
+1,153
| New | +$81K | 0.02% | 133 |
|