Van Hulzen Asset 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
Q1 | – | Sell |
-507
| Closed | -$38.4K | – | 1135 |
|
|
2024
Q4 | $38.4K | Buy |
+507
| New | +$38.4K | ﹤0.01% | 555 |
|
|
2024
Q1 | – | Sell |
-6,553
| Closed | -$415K | – | 337 |
|
|
2023
Q4 | $415K | Buy |
+6,553
| New | +$415K | 0.03% | 234 |
|
|
2014
Q1 | – | Sell |
-5,643
| Closed | -$214K | – | 105 |
|
|
2013
Q4 | $214K | Buy |
+5,643
| New | +$214K | 0.19% | 95 |
|