West Financial Advisors’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 | $82K | Sell |
1,004
-42,325
| -98% | -$3.46M | 0.01% | 85 |
|
|
2025
Q1 | $3.42M | Buy |
43,329
+7,077
| +20% | +$558K | 0.65% | 20 |
|
|
2024
Q4 | $2.74M | Buy |
36,252
+3,078
| +9% | +$233K | 0.53% | 23 |
|
|
2024
Q3 | $2.68M | Buy |
+33,174
| New | +$2.68M | 0.52% | 21 |
|
|
2022
Q4 | – | Sell |
-21,516
| Closed | -$1.41M | – | 201 |
|
|
2022
Q3 | $1.41M | Sell |
21,516
-766
| -3% | -$50.2K | 0.42% | 26 |
|
|
2022
Q2 | $1.56M | Buy |
22,282
+1,008
| +5% | +$70.7K | 0.45% | 23 |
|
|
2022
Q1 | $1.58M | Buy |
+21,274
| New | +$1.58M | 0.42% | 21 |
|