Peak Financial Advisors’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 | – | Sell |
-21,230
| Closed | -$1.67M | – | 114 |
|
|
2025
Q1 | $1.67M | Sell |
21,230
-17
| -0.1% | -$1.34K | 0.85% | 39 |
|
|
2024
Q4 | $1.61M | Buy |
21,247
+136
| +0.6% | +$10.3K | 0.84% | 33 |
|
|
2024
Q3 | $1.71M | Buy |
21,111
+101
| +0.5% | +$8.16K | 0.88% | 38 |
|
|
2024
Q2 | $1.43M | Buy |
+21,010
| New | +$1.43M | 0.82% | 39 |
|
|
2022
Q4 | – | Sell |
-20,969
| Closed | -$1.37M | – | 78 |
|
|
2022
Q3 | $1.37M | Sell |
20,969
-34,263
| -62% | -$2.25M | 1.69% | 27 |
|
|
2022
Q2 | $3.87M | Sell |
55,232
-11,210
| -17% | -$786K | 3.83% | 5 |
|
|
2022
Q1 | $4.95M | Buy |
+66,442
| New | +$4.95M | 4.24% | 5 |
|