NovaPoint 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 | – | Sell |
-5,663
| Closed | -$447K | – | 134 |
|
|
2025
Q1 | $447K | Buy |
5,663
+2
| +0% | +$158 | 0.14% | 95 |
|
|
2024
Q4 | $428K | Sell |
5,661
-15
| -0.3% | -$1.14K | 0.13% | 94 |
|
|
2024
Q3 | $458K | Buy |
5,676
+2
| +0% | +$162 | 0.14% | 93 |
|
|
2024
Q2 | $387K | Sell |
5,674
-43
| -0.8% | -$2.93K | 0.13% | 100 |
|
|
2024
Q1 | $375K | Buy |
5,717
+2
| +0% | +$131 | 0.13% | 99 |
|
|
2023
Q4 | $362K | Buy |
+5,715
| New | +$362K | 0.13% | 96 |
|