Wealth Quarterback’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 | $2.82M | Buy |
34,562
+10,398
| +43% | +$849K | 1.34% | 16 |
|
|
2025
Q1 | $1.91M | Sell |
24,164
-19,563
| -45% | -$1.54M | 1.07% | 20 |
|
|
2024
Q4 | $3.31M | Sell |
43,727
-6,882
| -14% | -$521K | 1.55% | 13 |
|
|
2024
Q3 | $4.09M | Buy |
50,609
+1,213
| +2% | +$98K | 2.13% | 10 |
|
|
2024
Q2 | $3.37M | Sell |
49,396
-3,755
| -7% | -$256K | 1.91% | 10 |
|
|
2024
Q1 | $3.49M | Buy |
53,151
+12,865
| +32% | +$845K | 1.95% | 11 |
|
|
2023
Q4 | $2.55M | Sell |
40,286
-4,185
| -9% | -$265K | 1.56% | 16 |
|
|
2023
Q3 | $2.62M | Buy |
44,471
+9,703
| +28% | +$572K | 2.27% | 13 |
|
|
2023
Q2 | $2.28M | Buy |
+34,768
| New | +$2.28M | 1.58% | 15 |
|
|
2021
Q3 | $2K | Buy |
23
+1
| +5% | +$87 | ﹤0.01% | 751 |
|
|
2021
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 778 |
|
|
2020
Q2 | – | Sell |
-89
| Closed | -$1.22K | – | 808 |
|
|
2020
Q1 | $1.22K | Sell |
89
-102
| -53% | -$1.4K | ﹤0.01% | 808 |
|
|
2019
Q4 | $12.4K | Buy |
+191
| New | +$12.4K | 0.01% | 475 |
|