PSIWM
Paradigm Strategies in Wealth Management’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 | $557K | Buy |
6,826
+5
| +0.1% | +$408 | 0.36% | 31 |
|
|
2025
Q1 | $538K | Sell |
6,821
-121
| -2% | -$9.54K | 0.36% | 32 |
|
|
2024
Q4 | $525K | Sell |
6,942
-60
| -0.9% | -$4.54K | 0.35% | 30 |
|
|
2024
Q3 | $566K | Sell |
7,002
-272
| -4% | -$22K | 0.35% | 27 |
|
|
2024
Q2 | $496K | Buy |
7,274
+8
| +0.1% | +$545 | 0.3% | 26 |
|
|
2024
Q1 | $477K | Sell |
7,266
-56
| -0.8% | -$3.68K | 0.29% | 27 |
|
|
2023
Q4 | $464K | Sell |
7,322
-955
| -12% | -$60.5K | 0.31% | 26 |
|
|
2023
Q3 | $488K | Sell |
8,277
-89
| -1% | -$5.25K | 0.31% | 26 |
|
|
2023
Q2 | $547K | Sell |
8,366
-140
| -2% | -$9.16K | 0.37% | 22 |
|
|
2023
Q1 | $576K | Buy |
8,506
+9
| +0.1% | +$609 | 0.45% | 19 |
|
|
2022
Q4 | $599K | Sell |
8,497
-50
| -0.6% | -$3.53K | 0.53% | 19 |
|
|
2022
Q3 | $560K | Buy |
8,547
+459
| +6% | +$30.1K | 0.51% | 20 |
|
|
2022
Q2 | $567K | Buy |
8,088
+488
| +6% | +$34.2K | 0.62% | 20 |
|
|
2022
Q1 | $566K | Buy |
7,600
+8
| +0.1% | +$596 | 0.59% | 22 |
|
|
2021
Q4 | $543K | Buy |
7,592
+10
| +0.1% | +$715 | 0.55% | 22 |
|
|
2021
Q3 | $484K | Buy |
7,582
+10
| +0.1% | +$638 | 0.46% | 25 |
|
|
2021
Q2 | $479K | Buy |
7,572
+260
| +4% | +$16.4K | 0.43% | 25 |
|
|
2021
Q1 | $468K | Buy |
+7,312
| New | +$468K | 0.45% | 25 |
|