Power 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 | $241K | Sell |
2,954
-123
| -4% | -$10K | 0.09% | 86 |
|
|
2025
Q1 | $243K | Sell |
3,077
-1,742
| -36% | -$137K | 0.1% | 75 |
|
|
2024
Q4 | $365K | Sell |
4,819
-85,787
| -95% | -$6.49M | 0.15% | 71 |
|
|
2024
Q3 | $7.32M | Buy |
90,606
+6,389
| +8% | +$516K | 3.13% | 11 |
|
|
2024
Q2 | $5.74M | Buy |
84,217
+8,868
| +12% | +$604K | 2.74% | 11 |
|
|
2024
Q1 | $4.95M | Buy |
75,349
+7,471
| +11% | +$490K | 3.1% | 8 |
|
|
2023
Q4 | $4.3M | Buy |
+67,878
| New | +$4.3M | 2.99% | 8 |
|