OBWG
Onyx Bridge Wealth Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
14,131
-101,514
| -88% | -$8.29M | 0.15% | 109 |
|
|
2025
Q1 | $9.12M | Buy |
115,645
+110,584
| +2,185% | +$8.72M | 1.31% | 21 |
|
|
2024
Q4 | $383K | Sell |
5,061
-152,757
| -97% | -$11.6M | 0.06% | 183 |
|
|
2024
Q3 | $12.7M | Buy |
+157,818
| New | +$12.7M | 1.92% | 12 |
|
|
2023
Q1 | – | Sell |
-4,246
| Closed | -$301K | – | 210 |
|
|
2022
Q4 | $301K | Sell |
4,246
-64,638
| -94% | -$4.59M | 0.12% | 119 |
|
|
2022
Q3 | $4.24M | Buy |
+68,884
| New | +$4.24M | 1.93% | 13 |
|