Weybosset Research & Management’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
Q1 | – | Sell |
-2,700
| Closed | -$204K | – | 53 |
|
|
2024
Q4 | $204K | Hold |
2,700
| – | – | 0.07% | 51 |
|
|
2024
Q3 | $218K | Buy |
+2,700
| New | +$218K | 0.07% | 51 |
|
|
2023
Q2 | – | Sell |
-4,000
| Closed | -$271K | – | 61 |
|
|
2023
Q1 | $271K | Hold |
4,000
| – | – | 0.1% | 46 |
|
|
2022
Q4 | $282K | Hold |
4,000
| – | – | 0.11% | 43 |
|
|
2022
Q3 | $262K | Buy |
+4,000
| New | +$262K | 0.12% | 41 |
|