Oak Harbor Wealth Partners’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 | $26.1K | Hold |
320
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $25.2K | Hold |
320
| – | – | 0.01% | 227 |
|
|
2024
Q4 | $24.2K | Buy |
+320
| New | +$24.2K | 0.01% | 204 |
|
|
2024
Q3 | – | Sell |
-400
| Closed | -$27.3K | – | 224 |
|
|
2024
Q2 | $27.3K | Buy |
400
+383
| +2,253% | +$26.1K | 0.01% | 192 |
|
|
2024
Q1 | $1.12K | Buy |
+17
| New | +$1.12K | ﹤0.01% | 223 |
|