S4W
Solutions 4 Wealth’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
12,700
+544
| +4% | +$44.4K | 1.73% | 15 |
|
|
2025
Q1 | $958K | Buy |
12,156
+73
| +0.6% | +$5.76K | 1.69% | 14 |
|
|
2024
Q4 | $915K | Buy |
12,083
+84
| +0.7% | +$6.36K | 1.66% | 15 |
|
|
2024
Q3 | $969K | Buy |
11,999
+12
| +0.1% | +$969 | 1.9% | 14 |
|
|
2024
Q2 | $817K | Sell |
11,987
-418
| -3% | -$28.5K | 1.85% | 16 |
|
|
2024
Q1 | $814K | Buy |
12,405
+87
| +0.7% | +$5.71K | 2.29% | 13 |
|
|
2023
Q4 | $780K | Buy |
+12,318
| New | +$780K | 2.55% | 12 |
|