WESPAC Advisors SoCal’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.74M | Sell |
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|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $5.4M | Sell |
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|
2023
Q3 | $7.29M | Buy |
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|
2023
Q2 | $8.03M | Buy |
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|
2023
Q1 | $8.28M | Buy |
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|
2022
Q4 | $8.52M | Buy |
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|
2022
Q3 | $6.72M | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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