Premier Path Wealth Partners’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 | $2.22M | Buy |
27,182
+732
| +3% | +$59.8K | 0.31% | 73 |
|
|
2025
Q1 | $2.09M | Sell |
26,450
-518
| -2% | -$40.8K | 0.32% | 73 |
|
|
2024
Q4 | $2.04M | Buy |
26,968
+2,392
| +10% | +$181K | 0.31% | 74 |
|
|
2024
Q3 | $1.99M | Buy |
24,576
+1,700
| +7% | +$137K | 0.31% | 76 |
|
|
2024
Q2 | $1.56M | Sell |
22,876
-1,813
| -7% | -$124K | 0.27% | 93 |
|
|
2024
Q1 | $1.62M | Buy |
24,689
+4,269
| +21% | +$280K | 0.31% | 85 |
|
|
2023
Q4 | $1.31M | Buy |
+20,420
| New | +$1.31M | 0.29% | 85 |
|