Proficio Capital 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 | $18.8M | Buy |
+8,825,164
| New | +$18.8M | 1.17% | 16 |
|
|
2023
Q4 | – | Sell |
-38,320
| Closed | -$2.26M | – | 327 |
|
|
2023
Q3 | $2.26M | Sell |
38,320
-160
| -0.4% | -$9.43K | 0.3% | 52 |
|
|
2023
Q2 | $2.52M | Buy |
+38,480
| New | +$2.52M | 0.34% | 48 |
|
|
2017
Q4 | – | Sell |
-8,186
| Closed | -$434K | – | 1330 |
|
|
2017
Q3 | $434K | Hold |
8,186
| – | – | 0.18% | 84 |
|
|
2017
Q2 | $440K | Sell |
8,186
-5,770
| -41% | -$310K | 0.18% | 89 |
|
|
2017
Q1 | $739K | Hold |
13,956
| – | – | 0.32% | 74 |
|
|
2016
Q4 | $678K | Sell |
13,956
-445
| -3% | -$21.6K | 0.29% | 76 |
|
|
2016
Q3 | $706K | Hold |
14,401
| – | – | 0.41% | 71 |
|
|
2016
Q2 | $746K | Sell |
14,401
-505
| -3% | -$26.2K | 0.47% | 63 |
|
|
2016
Q1 | $740K | Buy |
14,906
+13,956
| +1,469% | +$693K | 0.62% | 49 |
|
|
2015
Q4 | $41K | Buy |
+950
| New | +$41K | 0.04% | 140 |
|