West Coast Financial’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 | – | Sell |
-4,200
| Closed | -$331K | – | 158 |
|
|
2025
Q1 | $331K | Hold |
4,200
| – | – | 0.04% | 130 |
|
|
2024
Q4 | $318K | Hold |
4,200
| – | – | 0.04% | 130 |
|
|
2024
Q3 | $339K | Hold |
4,200
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $286K | Hold |
4,200
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $276K | Hold |
4,200
| – | – | 0.03% | 141 |
|
|
2023
Q4 | $266K | Hold |
4,200
| – | – | 0.03% | 141 |
|
|
2023
Q3 | $248K | Hold |
4,200
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $275K | Buy |
+4,200
| New | +$275K | 0.04% | 131 |
|