Vantage Financial Partners (Wisconsin)’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 | $279K | Sell |
3,418
-414
| -11% | -$33.8K | 0.06% | 159 |
|
|
2025
Q1 | $302K | Sell |
3,832
-14,947
| -80% | -$1.18M | 0.08% | 140 |
|
|
2024
Q4 | $1.42M | Sell |
18,779
-927
| -5% | -$70.2K | 0.36% | 39 |
|
|
2024
Q3 | $1.59M | Buy |
19,706
+3,607
| +22% | +$291K | 0.39% | 33 |
|
|
2024
Q2 | $1.1M | Buy |
16,099
+126
| +0.8% | +$8.59K | 0.28% | 43 |
|
|
2024
Q1 | $1.05M | Buy |
+15,973
| New | +$1.05M | 0.28% | 46 |
|