MYeCFO’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 | $501K | Sell |
6,140
-500
| -8% | -$40.8K | 0.25% | 44 |
|
|
2025
Q1 | $524K | Buy |
6,640
+30
| +0.5% | +$2.37K | 0.28% | 41 |
|
|
2024
Q4 | $500K | Hold |
6,610
| – | – | 0.27% | 40 |
|
|
2024
Q3 | $534K | Hold |
6,610
| – | – | 0.29% | 38 |
|
|
2024
Q2 | $450K | Sell |
6,610
-240
| -4% | -$16.4K | 0.26% | 41 |
|
|
2024
Q1 | $450K | Buy |
6,850
+200
| +3% | +$13.1K | 0.26% | 41 |
|
|
2023
Q4 | $421K | Buy |
6,650
+900
| +16% | +$57K | 0.27% | 37 |
|
|
2023
Q3 | $339K | Buy |
+5,750
| New | +$339K | 0.24% | 40 |
|