Moulton Wealth Management’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 | $1.52M | Sell |
18,629
-3,016
| -14% | -$247K | 1.15% | 24 |
|
|
2025
Q1 | $1.71M | Buy |
21,645
+3,069
| +17% | +$242K | 1.3% | 19 |
|
|
2024
Q4 | $1.41M | Sell |
18,576
-26,987
| -59% | -$2.04M | 1.08% | 22 |
|
|
2024
Q3 | $3.7M | Buy |
45,563
+32,336
| +244% | +$2.63M | 3.09% | 9 |
|
|
2024
Q2 | $915K | Buy |
+13,227
| New | +$915K | 0.83% | 23 |
|
|
2022
Q1 | – | Sell |
-6,002
| Closed | -$426K | – | 29 |
|
|
2021
Q4 | $426K | Sell |
6,002
-27,384
| -82% | -$1.94M | 0.31% | 25 |
|
|
2021
Q3 | $2.13M | Buy |
+33,386
| New | +$2.13M | 1.59% | 21 |
|
|
2020
Q4 | – | Sell |
-54,189
| Closed | -$3.46M | – | 27 |
|
|
2020
Q3 | $3.46M | Buy |
54,189
+361
| +0.7% | +$23.1K | 3.79% | 9 |
|
|
2020
Q2 | $3.12M | Buy |
+53,828
| New | +$3.12M | 3.93% | 9 |
|
|
2020
Q1 | – | Sell |
-115,106
| Closed | -$7.36M | – | 30 |
|
|
2019
Q4 | $7.36M | Buy |
+115,106
| New | +$7.36M | 6.08% | 6 |
|