Union Savings Bank’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 | $309K | Hold |
3,602
| – | – | 0.14% | 106 |
|
|
2025
Q1 | $284K | Hold |
3,602
| – | – | 0.14% | 106 |
|
|
2024
Q4 | $273K | Sell |
3,602
-180
| -5% | -$13.6K | 0.13% | 108 |
|
|
2024
Q3 | $306K | Hold |
3,782
| – | – | 0.15% | 105 |
|
|
2024
Q2 | $258K | Sell |
3,782
-203
| -5% | -$13.8K | 0.14% | 112 |
|
|
2024
Q1 | $262K | Sell |
3,985
-357
| -8% | -$23.4K | 0.14% | 113 |
|
|
2023
Q4 | $275K | Sell |
4,342
-212
| -5% | -$13.4K | 0.16% | 114 |
|
|
2023
Q3 | $268K | Hold |
4,554
| – | – | 0.17% | 109 |
|
|
2023
Q2 | $305K | Buy |
+4,554
| New | +$305K | 0.18% | 104 |
|