Redwood Financial Network’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 | $522K | Buy |
6,390
+866
| +16% | +$70.7K | 0.35% | 88 |
|
|
2025
Q1 | $436K | Buy |
5,524
+1,160
| +27% | +$91.5K | 0.33% | 93 |
|
|
2024
Q4 | $330K | Buy |
4,364
+476
| +12% | +$36K | 0.25% | 112 |
|
|
2024
Q3 | $314K | Buy |
3,888
+303
| +8% | +$24.5K | 0.25% | 107 |
|
|
2024
Q2 | $244K | Buy |
3,585
+39
| +1% | +$2.66K | 0.21% | 123 |
|
|
2024
Q1 | $233K | Buy |
3,546
+239
| +7% | +$15.7K | 0.2% | 130 |
|
|
2023
Q4 | $209K | Buy |
+3,307
| New | +$209K | 0.2% | 130 |
|
|
2023
Q3 | – | Sell |
-3,594
| Closed | -$235K | – | 160 |
|
|
2023
Q2 | $235K | Sell |
3,594
-50
| -1% | -$3.27K | 0.22% | 130 |
|
|
2023
Q1 | $247K | Buy |
3,644
+246
| +7% | +$16.7K | 0.25% | 122 |
|
|
2022
Q4 | $240K | Buy |
3,398
+48
| +1% | +$3.38K | 0.27% | 119 |
|
|
2022
Q3 | $219K | Buy |
3,350
+303
| +10% | +$19.8K | 0.25% | 117 |
|
|
2022
Q2 | $214K | Buy |
3,047
+167
| +6% | +$11.7K | 0.23% | 124 |
|
|
2022
Q1 | $214K | Buy |
+2,880
| New | +$214K | 0.2% | 143 |
|