Vista Finance’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 | $6.34M | Sell |
77,608
-1,295
| -2% | -$106K | 5.46% | 6 |
|
|
2025
Q1 | $6.22M | Buy |
78,903
+1,165
| +1% | +$91.9K | 5.4% | 6 |
|
|
2024
Q4 | $5.88M | Sell |
77,738
-436
| -0.6% | -$33K | 6.04% | 6 |
|
|
2024
Q3 | $6.31M | Buy |
78,174
+234
| +0.3% | +$18.9K | 8.55% | 5 |
|
|
2024
Q2 | $5.31M | Buy |
77,940
+32,603
| +72% | +$2.22M | 8.13% | 5 |
|
|
2024
Q1 | $2.98M | Buy |
+45,337
| New | +$2.98M | 7.41% | 3 |
|
|
2022
Q2 | – | Sell |
-97,889
| Closed | -$7.29M | – | 62 |
|
|
2022
Q1 | $7.29M | Buy |
+97,889
| New | +$7.29M | 10.8% | 1 |
|