Rise Advisors’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 | $248 | Buy |
3
+2
| +200% | +$165 | ﹤0.01% | 1473 |
|
|
2025
Q1 | $80 | Hold |
1
| – | – | ﹤0.01% | 1463 |
|
|
2024
Q4 | $76 | Sell |
1
-49
| -98% | -$3.72K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $4.07K | Buy |
+50
| New | +$4.07K | ﹤0.01% | 1092 |
|
|
2024
Q2 | – | Sell |
-104
| Closed | -$6.81K | – | 1281 |
|
|
2024
Q1 | $6.81K | Buy |
104
+1
| +1% | +$65 | ﹤0.01% | 1077 |
|
|
2023
Q4 | $6.52K | Buy |
103
+1
| +1% | +$63 | ﹤0.01% | 363 |
|
|
2023
Q3 | $6.04K | Sell |
102
-40
| -28% | -$2.37K | ﹤0.01% | 359 |
|
|
2023
Q2 | $9.27K | Buy |
142
+1
| +0.7% | +$65 | 0.01% | 347 |
|
|
2023
Q1 | $9.51K | Buy |
141
+2
| +1% | +$135 | 0.01% | 367 |
|
|
2022
Q4 | $9.83K | Buy |
139
+1
| +0.7% | +$71 | 0.01% | 356 |
|
|
2022
Q3 | $9K | Sell |
138
-129
| -48% | -$8.41K | 0.01% | 360 |
|
|
2022
Q2 | $19K | Buy |
267
+170
| +175% | +$12.1K | 0.02% | 249 |
|
|
2022
Q1 | $7K | Hold |
97
| – | – | 0.01% | 381 |
|
|
2021
Q4 | $6.92K | Buy |
+97
| New | +$6.92K | 0.01% | 367 |
|