MONECO Advisors’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 | $576K | Buy |
7,059
+883
| +14% | +$72.1K | 0.05% | 268 |
|
|
2025
Q1 | $487K | Sell |
6,176
-13,185
| -68% | -$1.04M | 0.05% | 288 |
|
|
2024
Q4 | $1.47M | Buy |
19,361
+4,132
| +27% | +$313K | 0.15% | 141 |
|
|
2024
Q3 | $1.23M | Buy |
15,229
+8,190
| +116% | +$662K | 0.15% | 138 |
|
|
2024
Q2 | $480K | Buy |
+7,039
| New | +$480K | 0.07% | 248 |
|
|
2023
Q4 | – | Sell |
-9,202
| Closed | -$542K | – | 403 |
|
|
2023
Q3 | $542K | Buy |
9,202
+4,411
| +92% | +$260K | 0.15% | 161 |
|
|
2023
Q2 | $314K | Buy |
4,791
+89
| +2% | +$5.82K | 0.09% | 244 |
|
|
2023
Q1 | $318K | Buy |
4,702
+1,424
| +43% | +$96.4K | 0.09% | 231 |
|
|
2022
Q4 | $231K | Buy |
+3,278
| New | +$231K | 0.08% | 229 |
|