Stone House Investment Management’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 | $78.6K | Sell |
963
-1,872
| -66% | -$153K | 0.01% | 120 |
|
|
2025
Q1 | $224K | Buy |
+2,835
| New | +$224K | 0.05% | 55 |
|
|
2024
Q4 | – | Sell |
-963
| Closed | -$77.8K | – | 364 |
|
|
2024
Q3 | $77.8K | Hold |
963
| – | – | 0.02% | 91 |
|
|
2024
Q2 | $65.6K | Buy |
963
+461
| +92% | +$31.4K | 0.02% | 104 |
|
|
2024
Q1 | $32.9K | Hold |
502
| – | – | 0.01% | 155 |
|
|
2023
Q4 | $31.8K | Buy |
502
+5
| +1% | +$317 | 0.01% | 102 |
|
|
2023
Q3 | $29.3K | Buy |
497
+4
| +0.8% | +$236 | 0.01% | 101 |
|
|
2023
Q2 | $32.3K | Buy |
493
+4
| +0.8% | +$262 | 0.01% | 93 |
|
|
2023
Q1 | $33.1K | Buy |
+489
| New | +$33.1K | 0.01% | 104 |
|