Visionary Wealth Advisors’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 | $575K | Buy |
7,044
+1,769
| +34% | +$144K | 0.03% | 336 |
|
|
2025
Q1 | $416K | Sell |
5,275
-2,157
| -29% | -$170K | 0.03% | 375 |
|
|
2024
Q4 | $563K | Sell |
7,432
-11,900
| -62% | -$901K | 0.03% | 335 |
|
|
2024
Q3 | $1.56M | Sell |
19,332
-192
| -1% | -$15.5K | 0.1% | 201 |
|
|
2024
Q2 | $1.33M | Sell |
19,524
-794
| -4% | -$54.1K | 0.09% | 218 |
|
|
2024
Q1 | $1.33M | Buy |
20,318
+2,875
| +16% | +$189K | 0.09% | 210 |
|
|
2023
Q4 | $1.1M | Buy |
17,443
+6,795
| +64% | +$430K | 0.08% | 218 |
|
|
2023
Q3 | $627K | Sell |
10,648
-6,578
| -38% | -$388K | 0.05% | 264 |
|
|
2023
Q2 | $1.13M | Buy |
17,226
+8,039
| +88% | +$526K | 0.09% | 196 |
|
|
2023
Q1 | $622K | Sell |
9,187
-5,591
| -38% | -$378K | 0.05% | 251 |
|
|
2022
Q4 | $1.04M | Sell |
14,778
-10,963
| -43% | -$773K | 0.1% | 169 |
|
|
2022
Q3 | $1.69M | Buy |
+25,741
| New | +$1.69M | 0.18% | 122 |
|
|
2022
Q1 | – | Sell |
-6,506
| Closed | -$466K | – | 460 |
|
|
2021
Q4 | $466K | Buy |
+6,506
| New | +$466K | 0.04% | 241 |
|