Tidemark’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 | – | Sell |
-21
| Closed | -$1.66K | – | 749 |
|
|
2025
Q1 | $1.66K | Hold |
21
| – | – | ﹤0.01% | 623 |
|
|
2024
Q4 | $1.58K | Sell |
21
-77
| -79% | -$5.8K | ﹤0.01% | 598 |
|
|
2024
Q3 | $7.97K | Sell |
98
-1
| -1% | -$81 | ﹤0.01% | 446 |
|
|
2024
Q2 | $6.72K | Sell |
99
-128
| -56% | -$8.69K | ﹤0.01% | 443 |
|
|
2024
Q1 | $14.9K | Hold |
227
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $14.4K | Buy |
+227
| New | +$14.4K | 0.01% | 378 |
|