U.S. Capital Wealth 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 | $10.1M | Buy |
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|
2025
Q2 | $9.06M | Buy |
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|
2025
Q1 | $8.44M | Buy |
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|
2024
Q4 | $8.02M | Buy |
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|
2024
Q3 | $8.55M | Buy |
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|
2024
Q2 | $6.94M | Buy |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $945K | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $3.34M | Buy |
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|
2021
Q4 | $652K | Sell |
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|
2021
Q3 | $658K | Buy |
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