Alta Wealth Advisors’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	-4,554	Closed	-$308K	–	141
2023 Q1	$308K	Sell	4,554 -421	-8%	-$28.5K	0.19%	119
2022 Q4	$351K	Buy	4,975 +11	+0.2%	+$776	0.24%	113
2022 Q3	$325K	Buy	4,964 +210	+4%	+$13.7K	0.23%	113
2022 Q2	$333K	Buy	+4,754	New	+$333K	0.23%	112