Simplicity Wealth’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Buy |
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|
2025
Q2 | $936K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $1.09M | Buy |
|