4WM
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4J Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

4J Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$787K Buy
2023
Q4 		$756K Buy
2022
Q3 		– Sell
2022
Q2 		$4.44M Sell
2022
Q1 		$4.87M Buy
2021
Q4 		$4.56M Buy
2021
Q3 		$3.74M Buy
2021
Q2 		$3.61M Buy
2021
Q1 		$3.15M Buy
2020
Q4 		$2.98M Buy