Personal CFO Solutions’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $953K | Sell |
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|
2024
Q2 | $809K | Sell |
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|
2024
Q1 | $801K | Sell |
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|
2023
Q4 | $875K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $1.39M | Buy |
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