Palumbo Wealth Management’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 | $264K | Sell |
3,237
-63
| -2% | -$5.14K | 0.08% | 151 |
|
|
2025
Q1 | $260K | Buy |
3,300
+43
| +1% | +$3.39K | 0.09% | 146 |
|
|
2024
Q4 | $247K | Buy |
3,257
+23
| +0.7% | +$1.74K | 0.09% | 138 |
|
|
2024
Q3 | $261K | Buy |
3,234
+21
| +0.7% | +$1.7K | 0.1% | 121 |
|
|
2024
Q2 | $219K | Sell |
3,213
-9
| -0.3% | -$613 | 0.09% | 123 |
|
|
2024
Q1 | $212K | Sell |
3,222
-151
| -4% | -$9.91K | 0.09% | 118 |
|
|
2023
Q4 | $214K | Sell |
3,373
-200
| -6% | -$12.7K | 0.11% | 112 |
|
|
2023
Q3 | $211K | Sell |
3,573
-1,204
| -25% | -$71K | 0.12% | 109 |
|
|
2023
Q2 | $313K | Sell |
4,777
-432
| -8% | -$28.3K | 0.19% | 80 |
|
|
2023
Q1 | $353K | Sell |
5,209
-372
| -7% | -$25.2K | 0.23% | 69 |
|
|
2022
Q4 | $393K | Buy |
5,581
+32
| +0.6% | +$2.26K | 0.31% | 59 |
|
|
2022
Q3 | $364K | Buy |
5,549
+33
| +0.6% | +$2.17K | 0.31% | 61 |
|
|
2022
Q2 | $387K | Buy |
5,516
+1
| +0% | +$70 | 0.31% | 60 |
|
|
2022
Q1 | $411K | Sell |
5,515
-3,331
| -38% | -$248K | 0.26% | 67 |
|
|
2021
Q4 | $633K | Buy |
8,846
+367
| +4% | +$26.3K | 0.4% | 55 |
|
|
2021
Q3 | $542K | Sell |
8,479
-4,005
| -32% | -$256K | 0.36% | 63 |
|
|
2021
Q2 | $789K | Sell |
12,484
-137
| -1% | -$8.66K | 0.53% | 44 |
|
|
2021
Q1 | $808K | Sell |
12,621
-140
| -1% | -$8.96K | 0.61% | 41 |
|
|
2020
Q4 | $800K | Buy |
+12,761
| New | +$800K | 0.65% | 30 |
|