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Naples Money Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Naples Money Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$102K Sell
1,257
-143
-10% -$11.6K 0.09% 67
2024
Q2 		$94.7K Buy
1,400
+143
+11% +$9.68K 0.08% 67
2024
Q1 		$82.5K Sell
1,257
-77
-6% -$5.06K 0.08% 75
2023
Q4 		$84.5K Buy
+1,334
New +$84.5K 0.08% 79