Alpha Financial Partners’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
2023 Q2	–	Sell	-11,604	Closed	-$786K	–	103
2023 Q1	$786K	Sell	11,604 -2,215	-16%	-$150K	0.88%	24
2022 Q4	$974K	Buy	+13,819	New	+$974K	1.18%	18