Oak Harvest Investment Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Oak Harvest Investment Services’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$3.07M	Sell
2025 Q1	$4.87M	Buy
2024 Q4	–	Sell
2024 Q3	$6.45M	Sell
2024 Q2	$8.42M	Sell
2024 Q1	$8.37M	Sell
2023 Q4	$8.31M	Sell
2023 Q3	$7.9M	Buy