Taylor & Morgan Wealth 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 | $451K | Buy |
5,526
+38
| +0.7% | +$3.1K | 0.3% | 42 |
|
|
2025
Q1 | $433K | Buy |
5,488
+39
| +0.7% | +$3.08K | 0.33% | 42 |
|
|
2024
Q4 | $412K | Buy |
5,449
+44
| +0.8% | +$3.33K | 0.29% | 46 |
|
|
2024
Q3 | $437K | Buy |
5,405
+37
| +0.7% | +$2.99K | 0.29% | 46 |
|
|
2024
Q2 | $366K | Buy |
5,368
+1,343
| +33% | +$91.5K | 0.26% | 47 |
|
|
2024
Q1 | $264K | Buy |
4,025
+32
| +0.8% | +$2.1K | 0.19% | 53 |
|
|
2023
Q4 | $253K | Buy |
3,993
+38
| +1% | +$2.41K | 0.2% | 50 |
|
|
2023
Q3 | $233K | Buy |
3,955
+32
| +0.8% | +$1.89K | 0.21% | 50 |
|
|
2023
Q2 | $257K | Buy |
3,923
+32
| +0.8% | +$2.09K | 0.21% | 52 |
|
|
2023
Q1 | $263K | Buy |
3,891
+29
| +0.8% | +$1.96K | 0.23% | 53 |
|
|
2022
Q4 | $272K | Sell |
3,862
-5,523
| -59% | -$389K | 0.26% | 52 |
|
|
2022
Q3 | $615K | Buy |
9,385
+4,115
| +78% | +$270K | 0.61% | 34 |
|
|
2022
Q2 | $370K | Buy |
5,270
+39
| +0.7% | +$2.74K | 0.35% | 51 |
|
|
2022
Q1 | $389K | Buy |
5,231
+34
| +0.7% | +$2.53K | 0.32% | 48 |
|
|
2021
Q4 | $372K | Buy |
+5,197
| New | +$372K | 0.3% | 48 |
|