Wealth Enhancement Advisory Services’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 | $16.4M | Sell |
199,974
-9,833
| -5% | -$805K | 0.03% | 484 |
|
|
2025
Q1 | $16.5M | Buy |
209,807
+3,540
| +2% | +$279K | 0.03% | 452 |
|
|
2024
Q4 | $15.6M | Buy |
206,267
+15,498
| +8% | +$1.17M | 0.03% | 432 |
|
|
2024
Q3 | $15.4M | Buy |
190,769
+11,249
| +6% | +$909K | 0.03% | 403 |
|
|
2024
Q2 | $12.2M | Buy |
179,520
+33,049
| +23% | +$2.25M | 0.03% | 433 |
|
|
2024
Q1 | $9.62M | Buy |
146,471
+8,010
| +6% | +$526K | 0.02% | 489 |
|
|
2023
Q4 | $8.77M | Buy |
138,461
+3,233
| +2% | +$205K | 0.03% | 473 |
|
|
2023
Q3 | $7.97M | Buy |
135,228
+131,422
| +3,453% | +$7.74M | 0.03% | 460 |
|
|
2023
Q2 | $249K | Sell |
3,806
-955
| -20% | -$62.5K | ﹤0.01% | 463 |
|
|
2023
Q1 | $322K | Buy |
4,761
+1,559
| +49% | +$106K | ﹤0.01% | 431 |
|
|
2022
Q4 | $220K | Buy |
3,202
+40
| +1% | +$2.74K | ﹤0.01% | 311 |
|
|
2022
Q3 | $202K | Buy |
3,162
+288
| +10% | +$18.4K | ﹤0.01% | 317 |
|
|
2022
Q2 | $201K | Buy |
+2,874
| New | +$201K | ﹤0.01% | 324 |
|