Tyler-Stone 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 | $2.89M | Buy |
35,412
+3,207
| +10% | +$262K | 0.47% | 48 |
|
|
2025
Q1 | $2.54M | Buy |
32,205
+1,719
| +6% | +$136K | 0.46% | 51 |
|
|
2024
Q4 | $2.31M | Buy |
30,486
+8,061
| +36% | +$610K | 0.41% | 50 |
|
|
2024
Q3 | $1.81M | Buy |
22,425
+11,251
| +101% | +$909K | 0.34% | 63 |
|
|
2024
Q2 | $761K | Buy |
11,174
+251
| +2% | +$17.1K | 0.31% | 61 |
|
|
2024
Q1 | $717K | Sell |
10,923
-511
| -4% | -$33.5K | 0.32% | 65 |
|
|
2023
Q4 | $724K | Sell |
11,434
-235
| -2% | -$14.9K | 0.36% | 61 |
|
|
2023
Q3 | $688K | Buy |
11,669
+998
| +9% | +$58.8K | 0.39% | 54 |
|
|
2023
Q2 | $698K | Buy |
+10,671
| New | +$698K | 0.39% | 53 |
|
|
2022
Q4 | $749K | Buy |
10,625
+78
| +0.7% | +$5.5K | 0.51% | 45 |
|
|
2022
Q3 | $691K | Buy |
10,547
+89
| +0.9% | +$5.83K | 0.53% | 42 |
|
|
2022
Q2 | $733K | Buy |
10,458
+108
| +1% | +$7.57K | 0.49% | 47 |
|
|
2022
Q1 | $771K | Buy |
10,350
+458
| +5% | +$34.1K | 0.42% | 52 |
|
|
2021
Q4 | $708K | Buy |
+9,892
| New | +$708K | 0.37% | 53 |
|