Nicolet Bankshares’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 | $394K | Buy |
4,826
+1,345
| +39% | +$110K | 0.07% | 165 |
|
2025
Q1 | $274K | Hold |
3,481
| – | – | 0.06% | 175 |
|
2024
Q4 | $263K | Hold |
3,481
| – | – | 0.06% | 172 |
|
2024
Q3 | $281K | Hold |
3,481
| – | – | 0.07% | 177 |
|
2024
Q2 | $237K | Buy |
3,481
+250
| +8% | +$17K | 0.06% | 194 |
|
2024
Q1 | $212K | Hold |
3,231
| – | – | 0.05% | 209 |
|
2023
Q4 | $205K | Buy |
+3,231
| New | +$205K | 0.06% | 200 |
|