Paladin Advisory Group’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 | $25.2K | Sell |
308
-54
| -15% | -$4.41K | 0.02% | 168 |
|
|
2025
Q1 | $28.5K | Hold |
362
| – | – | 0.02% | 168 |
|
|
2024
Q4 | $27.4K | Hold |
362
| – | – | 0.02% | 173 |
|
|
2024
Q3 | $29.2K | Hold |
362
| – | – | 0.02% | 176 |
|
|
2024
Q2 | $24.5K | Hold |
362
| – | – | 0.02% | 172 |
|
|
2024
Q1 | $23.6K | Sell |
362
-241
| -40% | -$15.7K | 0.02% | 173 |
|
|
2023
Q4 | $38.2K | Hold |
603
| – | – | 0.03% | 157 |
|
|
2023
Q3 | $35.5K | Sell |
603
-971
| -62% | -$57.2K | 0.03% | 166 |
|
|
2023
Q2 | $103K | Hold |
1,574
| – | – | 0.08% | 120 |
|
|
2023
Q1 | $107K | Buy |
+1,574
| New | +$107K | 0.09% | 123 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 272 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 278 |
|
|
2022
Q2 | – | Sell |
-1,690
| Closed | -$127K | – | 279 |
|
|
2022
Q1 | $127K | Buy |
+1,690
| New | +$127K | 0.1% | 119 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 270 |
|