Moulton Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $782K | Sell |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $915K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $426K | Sell |
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|
2021
Q3 | $2.13M | Buy |
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|
2020
Q4 | – | Sell |
|
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|
2020
Q3 | $3.46M | Buy |
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|
2020
Q2 | $3.12M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.36M | Buy |
|