WIM
Westside Investment Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
3,643
+2,373
| +187% | +$194K | 0.06% | 216 |
|
|
2025
Q1 | $100K | Sell |
1,270
-350
| -22% | -$27.6K | 0.02% | 312 |
|
|
2024
Q4 | $123K | Sell |
1,620
-14,901
| -90% | -$1.13M | 0.03% | 282 |
|
|
2024
Q3 | $1.29M | Buy |
16,521
+150
| +0.9% | +$11.7K | 0.27% | 92 |
|
|
2024
Q2 | $1.11M | Buy |
16,371
+677
| +4% | +$45.8K | 0.25% | 101 |
|
|
2024
Q1 | $1.03M | Buy |
15,694
+1,650
| +12% | +$108K | 0.25% | 101 |
|
|
2023
Q4 | $889K | Buy |
14,044
+5,075
| +57% | +$321K | 0.23% | 108 |
|
|
2023
Q3 | $529K | Buy |
8,969
+1,850
| +26% | +$109K | 0.15% | 132 |
|
|
2023
Q2 | $466K | Hold |
7,119
| – | – | 0.13% | 141 |
|
|
2023
Q1 | $485K | Buy |
7,119
+124
| +2% | +$8.45K | 0.14% | 130 |
|
|
2022
Q4 | $92.1K | Sell |
6,995
-300
| -4% | -$3.95K | 0.23% | 95 |
|
|
2022
Q3 | $121K | Buy |
7,295
+600
| +9% | +$9.96K | 0.29% | 85 |
|
|
2022
Q2 | $85.6K | Sell |
6,695
-450
| -6% | -$5.76K | 0.19% | 103 |
|
|
2022
Q1 | $90K | Buy |
7,145
+515
| +8% | +$6.49K | 0.2% | 103 |
|
|
2021
Q4 | $121K | Buy |
6,630
+4,925
| +289% | +$90K | 0.28% | 78 |
|
|
2021
Q3 | $40.6K | Buy |
1,705
+800
| +88% | +$19.1K | 0.09% | 135 |
|
|
2021
Q2 | $27.5K | Hold |
905
| – | – | 0.06% | 146 |
|
|
2021
Q1 | $57 | Hold |
905
| – | – | ﹤0.01% | 363 |
|
|
2020
Q4 | $56 | Hold |
905
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $53 | Hold |
905
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $51 | Hold |
905
| – | – | ﹤0.01% | 325 |
|
|
2020
Q1 | $50 | Buy |
+905
| New | +$50 | ﹤0.01% | 326 |
|
|
2019
Q2 | $129 | Buy |
+2,170
| New | +$129 | ﹤0.01% | 226 |
|
|
2018
Q4 | $115K | Buy |
2,170
+2,000
| +1,176% | +$106K | 0.04% | 205 |
|
|
2018
Q3 | $8.92K | Hold |
170
| – | – | ﹤0.01% | 516 |
|
|
2018
Q2 | $8.9K | Hold |
170
| – | – | ﹤0.01% | 590 |
|
|
2018
Q1 | $8.52K | Hold |
170
| – | – | ﹤0.01% | 576 |
|
|
2017
Q4 | $8.81K | Hold |
170
| – | – | ﹤0.01% | 591 |
|
|
2017
Q3 | $9.1K | Hold |
170
| – | – | 0.01% | 565 |
|
|
2017
Q2 | $8.75K | Hold |
170
| – | – | 0.01% | 568 |
|
|
2017
Q1 | $8.8K | Hold |
170
| – | – | ﹤0.01% | 537 |
|
|
2016
Q4 | $8.25K | Buy |
+170
| New | +$8.25K | 0.01% | 443 |
|