TrueWealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $634K | Buy |
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|
2025
Q2 | $572K | Buy |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $450K | Sell |
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|
2024
Q3 | $703K | Sell |
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|
2024
Q2 | $666K | Buy |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $257K | Buy |
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