Tyche Wealth Partners’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 | $628K | Sell |
7,693
-710
| -8% | -$58K | 0.13% | 134 |
|
|
2025
Q1 | $663K | Sell |
8,403
-31
| -0.4% | -$2.44K | 0.14% | 106 |
|
|
2024
Q4 | $638K | Sell |
8,434
-97
| -1% | -$7.34K | 0.13% | 129 |
|
|
2024
Q3 | $689K | Buy |
8,531
+26
| +0.3% | +$2.1K | 0.16% | 99 |
|
|
2024
Q2 | $580K | Sell |
8,505
-1,291
| -13% | -$88K | 0.14% | 115 |
|
|
2024
Q1 | $643K | Buy |
9,796
+145
| +2% | +$9.52K | 0.16% | 111 |
|
|
2023
Q4 | $611K | Buy |
+9,651
| New | +$611K | 0.15% | 126 |
|