Stone Summit 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 | $956K | Sell |
11,709
-496
| -4% | -$40.5K | 0.3% | 73 |
|
|
2025
Q1 | $962K | Sell |
12,205
-905
| -7% | -$71.4K | 0.33% | 74 |
|
|
2024
Q4 | $992K | Sell |
13,110
-30
| -0.2% | -$2.27K | 0.33% | 71 |
|
|
2024
Q3 | $1.06M | Sell |
13,140
-350
| -3% | -$28.3K | 0.34% | 72 |
|
|
2024
Q2 | $919K | Sell |
13,490
-605
| -4% | -$41.2K | 0.33% | 70 |
|
|
2024
Q1 | $925K | Sell |
14,095
-1,160
| -8% | -$76.2K | 0.32% | 73 |
|
|
2023
Q4 | $966K | Buy |
15,255
+2,345
| +18% | +$149K | 0.37% | 74 |
|
|
2023
Q3 | $761K | Buy |
12,910
+2,115
| +20% | +$125K | 0.33% | 78 |
|
|
2023
Q2 | $706K | Sell |
10,795
-230
| -2% | -$15.1K | 0.29% | 81 |
|
|
2023
Q1 | $746K | Sell |
11,025
-910
| -8% | -$61.6K | 0.33% | 76 |
|
|
2022
Q4 | $841K | Buy |
11,935
+1,375
| +13% | +$96.9K | 0.41% | 68 |
|
|
2022
Q3 | $692K | Buy |
10,560
+325
| +3% | +$21.3K | 0.43% | 68 |
|
|
2022
Q2 | $718K | Sell |
10,235
-500
| -5% | -$35.1K | 0.43% | 65 |
|
|
2022
Q1 | $813K | Buy |
10,735
+217
| +2% | +$16.4K | 0.46% | 64 |
|
|
2021
Q4 | $752K | Buy |
+10,518
| New | +$752K | 0.61% | 60 |
|