Morton Community Bank’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 | $7.58M | Sell |
92,808
-103
| -0.1% | -$8.41K | 1.88% | 4 |
|
|
2025
Q1 | $7.33M | Buy |
92,911
+7,554
| +9% | +$596K | 1.92% | 3 |
|
|
2024
Q4 | $6.46M | Buy |
85,357
+30
| +0% | +$2.27K | 1.71% | 4 |
|
|
2024
Q3 | $6.89M | Sell |
85,327
-1,016
| -1% | -$82.1K | 1.8% | 4 |
|
|
2024
Q2 | $5.88M | Sell |
86,343
-1,743
| -2% | -$119K | 1.66% | 6 |
|
|
2024
Q1 | $5.78M | Buy |
88,086
+9,700
| +12% | +$637K | 1.66% | 5 |
|
|
2023
Q4 | $4.96M | Buy |
+78,386
| New | +$4.96M | 1.62% | 6 |
|