Nabity-Jensen Investment 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 | $285K | Hold |
3,493
| – | – | 0.21% | 60 |
|
|
2025
Q1 | $275K | Hold |
3,493
| – | – | 0.22% | 61 |
|
|
2024
Q4 | $264K | Hold |
3,493
| – | – | 0.2% | 64 |
|
|
2024
Q3 | $282K | Hold |
3,493
| – | – | 0.22% | 61 |
|
|
2024
Q2 | $238K | Hold |
3,493
| – | – | 0.19% | 63 |
|
|
2024
Q1 | $229K | Hold |
3,493
| – | – | 0.19% | 60 |
|
|
2023
Q4 | $221K | Buy |
+3,493
| New | +$221K | 0.2% | 60 |
|