MontVue Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

MontVue Capital Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$729K	Sell
2025 Q1	$728K	Sell
2024 Q4	$711K	Sell
2024 Q3	$764K	Sell
2024 Q2	$663K	Sell
2024 Q1	$647K	Buy
2023 Q4	$623K	Buy