Teamwork Financial 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 | $396K | Sell |
4,850
-52
| -1% | -$4.25K | 0.05% | 127 |
|
|
2025
Q1 | $387K | Sell |
4,902
-7,325
| -60% | -$578K | 0.05% | 117 |
|
|
2024
Q4 | $925K | Sell |
12,227
-7,997
| -40% | -$605K | 0.12% | 88 |
|
|
2024
Q3 | $1.63M | Sell |
20,224
-371
| -2% | -$30K | 0.23% | 61 |
|
|
2024
Q2 | $1.4M | Buy |
20,595
+11,011
| +115% | +$750K | 0.21% | 62 |
|
|
2024
Q1 | $629K | Buy |
9,584
+5,917
| +161% | +$388K | 0.1% | 93 |
|
|
2023
Q4 | $232K | Sell |
3,667
-7,498
| -67% | -$475K | 0.04% | 165 |
|
|
2023
Q3 | $658K | Buy |
11,165
+633
| +6% | +$37.3K | 0.11% | 111 |
|
|
2023
Q2 | $689K | Buy |
+10,532
| New | +$689K | 0.11% | 102 |
|
|
2023
Q1 | – | Sell |
-12,153
| Closed | -$857K | – | 213 |
|
|
2022
Q4 | $857K | Buy |
12,153
+3,058
| +34% | +$216K | 0.17% | 87 |
|
|
2022
Q3 | $596K | Buy |
+9,095
| New | +$596K | 0.13% | 103 |
|