SkyOak Wealth’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 | $247K | Hold |
3,022
| – | – | 0.05% | 204 |
|
|
2025
Q1 | $238K | Sell |
3,022
-47
| -2% | -$3.71K | 0.05% | 203 |
|
|
2024
Q4 | $232K | Buy |
+3,069
| New | +$232K | 0.05% | 219 |
|
|
2020
Q2 | – | Sell |
-104,839
| Closed | -$5.81M | – | 263 |
|
|
2020
Q1 | $5.81M | Buy |
104,839
+100,663
| +2,411% | +$5.58M | 2.97% | 4 |
|
|
2019
Q4 | $270K | Buy |
+4,176
| New | +$270K | 0.08% | 246 |
|