Strategic Investment Solutions’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 | $16.7K | Hold |
205
| – | – | 0.01% | 303 |
|
|
2025
Q1 | $16.2K | Hold |
205
| – | – | ﹤0.01% | 314 |
|
|
2024
Q4 | $15.5K | Hold |
205
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $16.6K | Buy |
205
+100
| +95% | +$8.08K | 0.01% | 307 |
|
|
2024
Q2 | $6.72K | Buy |
+105
| New | +$6.72K | ﹤0.01% | 392 |
|
|
2023
Q4 | $6.65K | Sell |
105
-6,510
| -98% | -$412K | ﹤0.01% | 818 |
|
|
2023
Q3 | $426K | Buy |
6,615
+6,510
| +6,200% | +$420K | 0.01% | 415 |
|
|
2023
Q2 | $6.77K | Hold |
105
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $7.11K | Buy |
+105
| New | +$7.11K | ﹤0.01% | 695 |
|