Talisman 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 | $485K | Buy |
5,938
+88
| +2% | +$7.19K | 0.44% | 54 |
|
|
2025
Q1 | $461K | Buy |
5,850
+705
| +14% | +$55.6K | 0.47% | 56 |
|
|
2024
Q4 | $389K | Buy |
5,145
+57
| +1% | +$4.31K | 0.41% | 61 |
|
|
2024
Q3 | $409K | Buy |
5,088
+31
| +0.6% | +$2.49K | 0.43% | 56 |
|
|
2024
Q2 | $345K | Buy |
5,057
+316
| +7% | +$21.5K | 0.4% | 62 |
|
|
2024
Q1 | $311K | Buy |
4,741
+748
| +19% | +$49.1K | 0.39% | 66 |
|
|
2023
Q4 | $253K | Buy |
+3,993
| New | +$253K | 0.38% | 73 |
|