Wilson & Boucher Capital 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
Q2 | $2.45M | Buy |
29,981
+3
| +0% | +$245 | 1.71% | 14 |
|
|
2025
Q1 | $2.36M | Sell |
29,978
-316
| -1% | -$24.9K | 1.76% | 14 |
|
|
2024
Q4 | $2.29M | Sell |
30,294
-526
| -2% | -$39.8K | 1.62% | 14 |
|
|
2024
Q3 | $2.49M | Sell |
30,820
-152
| -0.5% | -$12.3K | 1.72% | 14 |
|
|
2024
Q2 | $2.11M | Sell |
30,972
-446
| -1% | -$30.4K | 1.62% | 14 |
|
|
2024
Q1 | $2.06M | Sell |
31,418
-1,726
| -5% | -$113K | 1.63% | 15 |
|
|
2023
Q4 | $2.1M | Sell |
33,144
-146
| -0.4% | -$9.25K | 1.77% | 14 |
|
|
2023
Q3 | $1.96M | Buy |
33,290
+4
| +0% | +$236 | 1.86% | 14 |
|
|
2023
Q2 | $2.18M | Sell |
33,286
-296
| -0.9% | -$19.4K | 1.96% | 13 |
|
|
2023
Q1 | $2.27M | Buy |
33,582
+3,929
| +13% | +$266K | 2.18% | 11 |
|
|
2022
Q4 | $2.09M | Buy |
29,653
+70
| +0.2% | +$4.94K | 2.14% | 11 |
|
|
2022
Q3 | $1.94M | Buy |
29,583
+378
| +1% | +$24.8K | 2.26% | 10 |
|
|
2022
Q2 | $2.05M | Sell |
29,205
-1,297
| -4% | -$91K | 2.25% | 10 |
|
|
2022
Q1 | $2.27M | Buy |
30,502
+2,803
| +10% | +$209K | 2.06% | 10 |
|
|
2021
Q4 | $1.98M | Buy |
+27,699
| New | +$1.98M | 1.79% | 15 |
|