PCS
Personal CFO Solutions’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 | $939K | Sell |
11,499
-2,990
| -21% | -$244K | 0.17% | 117 |
|
|
2025
Q1 | $1.14M | Sell |
14,489
-260
| -2% | -$20.5K | 0.23% | 85 |
|
|
2024
Q4 | $1.12M | Buy |
14,749
+2,951
| +25% | +$223K | 0.22% | 96 |
|
|
2024
Q3 | $953K | Sell |
11,798
-71
| -0.6% | -$5.74K | 0.13% | 146 |
|
|
2024
Q2 | $809K | Sell |
11,869
-332
| -3% | -$22.6K | 0.12% | 159 |
|
|
2024
Q1 | $801K | Sell |
12,201
-1,608
| -12% | -$106K | 0.13% | 163 |
|
|
2023
Q4 | $875K | Buy |
+13,809
| New | +$875K | 0.15% | 140 |
|
|
2023
Q1 | – | Sell |
-23,492
| Closed | -$1.66M | – | 512 |
|
|
2022
Q4 | $1.66M | Buy |
23,492
+2,882
| +14% | +$203K | 0.35% | 56 |
|
|
2022
Q3 | $1.35M | Buy |
+20,610
| New | +$1.35M | 0.34% | 52 |
|
|
2020
Q1 | – | Sell |
-20,400
| Closed | -$1.32M | – | 384 |
|
|
2019
Q4 | $1.32M | Sell |
20,400
-1,052
| -5% | -$68K | 0.38% | 51 |
|
|
2019
Q3 | $1.39M | Buy |
+21,452
| New | +$1.39M | 0.55% | 32 |
|