NewSquare Capital’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 | $55 | Hold |
1
| – | – | ﹤0.01% | 1274 |
|
|
2025
Q1 | $53 | Hold |
1
| – | – | ﹤0.01% | 1138 |
|
|
2024
Q4 | $50 | Hold |
1
| – | – | ﹤0.01% | 900 |
|
|
2024
Q3 | $53 | Hold |
1
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $45 | Hold |
1
| – | – | ﹤0.01% | 330 |
|
|
2024
Q1 | $43 | Buy |
+1
| New | +$43 | ﹤0.01% | 423 |
|
|
2023
Q3 | – | Sell |
-323
| Closed | -$21.1K | – | 923 |
|
|
2023
Q2 | $21.1K | Buy |
+323
| New | +$21.1K | ﹤0.01% | 245 |
|
|
2015
Q3 | – | Sell |
-616
| Closed | -$26K | – | 370 |
|
|
2015
Q2 | $26K | Hold |
616
| – | – | 0.01% | 196 |
|
|
2015
Q1 | $27K | Hold |
616
| – | – | 0.01% | 185 |
|
|
2014
Q4 | $29K | Hold |
616
| – | – | 0.01% | 184 |
|
|
2014
Q3 | $26K | Buy |
+616
| New | +$26K | 0.01% | 197 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 290 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 274 |
|