SOA Wealth 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 | $10.1K | Buy |
124
+1
| +0.8% | +$81 | ﹤0.01% | 596 |
|
|
2025
Q1 | $9.68K | Buy |
123
+1
| +0.8% | +$79 | ﹤0.01% | 562 |
|
|
2024
Q4 | $9.23K | Sell |
122
-120
| -50% | -$9.08K | ﹤0.01% | 550 |
|
|
2024
Q3 | $19.5K | Buy |
242
+2
| +0.8% | +$161 | ﹤0.01% | 454 |
|
|
2024
Q2 | $16.4K | Buy |
240
+2
| +0.8% | +$136 | ﹤0.01% | 467 |
|
|
2024
Q1 | $15.6K | Buy |
238
+2
| +0.8% | +$131 | ﹤0.01% | 474 |
|
|
2023
Q4 | $15K | Buy |
236
+2
| +0.9% | +$127 | ﹤0.01% | 472 |
|
|
2023
Q3 | $13.8K | Buy |
234
+2
| +0.9% | +$118 | ﹤0.01% | 479 |
|
|
2023
Q2 | $15.2K | Buy |
232
+2
| +0.9% | +$131 | ﹤0.01% | 471 |
|
|
2023
Q1 | $15.6K | Buy |
230
+1
| +0.4% | +$68 | ﹤0.01% | 471 |
|
|
2022
Q4 | $16.1K | Buy |
229
+3
| +1% | +$211 | ﹤0.01% | 443 |
|
|
2022
Q3 | $14K | Buy |
226
+1
| +0.4% | +$62 | ﹤0.01% | 459 |
|
|
2022
Q2 | $15K | Buy |
225
+2
| +0.9% | +$133 | ﹤0.01% | 437 |
|
|
2022
Q1 | $16K | Buy |
223
+1
| +0.5% | +$72 | ﹤0.01% | 509 |
|
|
2021
Q4 | $15K | Buy |
222
+2
| +0.9% | +$135 | ﹤0.01% | 506 |
|
|
2021
Q3 | $14K | Buy |
220
+2
| +0.9% | +$127 | ﹤0.01% | 525 |
|
|
2021
Q2 | $13K | Buy |
218
+1
| +0.5% | +$60 | ﹤0.01% | 540 |
|
|
2021
Q1 | $13K | Buy |
217
+2
| +0.9% | +$120 | ﹤0.01% | 476 |
|
|
2020
Q4 | $13K | Buy |
+215
| New | +$13K | ﹤0.01% | 474 |
|