49 Wealth 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
2024 Q4	–	Sell	-2,559	Closed	-$207K	–	195
2024 Q3	$207K	Sell	2,559 -80,848	-97%	-$6.53M	0.03%	160
2024 Q2	$5.64M	Buy	+83,407	New	+$5.64M	1.11%	28