Winch Advisory Services’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 | $45K | Buy |
551
+4
| +0.7% | +$326 | 0.01% | 167 |
|
|
2025
Q1 | $43.1K | Buy |
547
+4
| +0.7% | +$315 | 0.01% | 164 |
|
|
2024
Q4 | $41.1K | Sell |
543
-107
| -16% | -$8.1K | 0.01% | 170 |
|
|
2024
Q3 | $52.5K | Buy |
650
+214
| +49% | +$17.3K | 0.01% | 149 |
|
|
2024
Q2 | $29.7K | Buy |
436
+271
| +164% | +$18.5K | 0.01% | 188 |
|
|
2024
Q1 | $10.8K | Buy |
165
+1
| +0.6% | +$66 | ﹤0.01% | 254 |
|
|
2023
Q4 | $10.4K | Buy |
164
+2
| +1% | +$127 | ﹤0.01% | 256 |
|
|
2023
Q3 | $10K | Buy |
162
+1
| +0.6% | +$62 | ﹤0.01% | 253 |
|
|
2023
Q2 | $11K | Buy |
161
+1
| +0.6% | +$68 | ﹤0.01% | 249 |
|
|
2023
Q1 | $11K | Buy |
160
+1
| +0.6% | +$69 | ﹤0.01% | 246 |
|
|
2022
Q4 | $11K | Buy |
159
+2
| +1% | +$138 | ﹤0.01% | 235 |
|
|
2022
Q3 | $10K | Buy |
157
+1
| +0.6% | +$64 | ﹤0.01% | 228 |
|
|
2022
Q2 | $11K | Buy |
156
+49
| +46% | +$3.46K | ﹤0.01% | 226 |
|
|
2022
Q1 | $8K | Hold |
107
| – | – | ﹤0.01% | 280 |
|
|
2021
Q4 | $8K | Buy |
107
+1
| +0.9% | +$75 | ﹤0.01% | 296 |
|
|
2021
Q3 | $7K | Buy |
106
+1
| +1% | +$66 | ﹤0.01% | 301 |
|
|
2021
Q2 | $7K | Buy |
105
+1
| +1% | +$67 | ﹤0.01% | 312 |
|
|
2021
Q1 | $7K | Buy |
104
+1
| +1% | +$67 | ﹤0.01% | 282 |
|
|
2020
Q4 | $6K | Hold |
103
| – | – | ﹤0.01% | 289 |
|
|
2020
Q3 | $6K | Buy |
103
+1
| +1% | +$58 | ﹤0.01% | 254 |
|
|
2020
Q2 | $6K | Buy |
102
+1
| +1% | +$59 | ﹤0.01% | 249 |
|
|
2020
Q1 | $6K | Buy |
101
+1
| +1% | +$59 | ﹤0.01% | 217 |
|
|
2019
Q4 | $6K | Buy |
100
+1
| +1% | +$60 | ﹤0.01% | 250 |
|
|
2019
Q3 | $6K | Sell |
99
-44
| -31% | -$2.67K | ﹤0.01% | 234 |
|
|
2019
Q2 | $9K | Buy |
143
+45
| +46% | +$2.83K | ﹤0.01% | 214 |
|
|
2019
Q1 | $6K | Buy |
98
+1
| +1% | +$61 | ﹤0.01% | 237 |
|
|
2018
Q4 | $5K | Buy |
97
+1
| +1% | +$52 | ﹤0.01% | 230 |
|
|
2018
Q3 | $5K | Buy |
96
+1
| +1% | +$52 | ﹤0.01% | 234 |
|
|
2018
Q2 | $5K | Sell |
95
-146
| -61% | -$7.68K | ﹤0.01% | 234 |
|
|
2018
Q1 | $12K | Buy |
241
+2
| +0.8% | +$100 | 0.01% | 186 |
|
|
2017
Q4 | $13K | Buy |
239
+146
| +157% | +$7.94K | 0.01% | 171 |
|
|
2017
Q3 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 213 |
|
|
2016
Q4 | – | Sell |
-12,510
| Closed | -$613K | – | 307 |
|
|
2016
Q3 | $613K | Buy |
+12,510
| New | +$613K | 0.5% | 45 |
|