Alterna 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 Q3	–	Sell	-18,973	Closed	-$1.29M	–	115
2024 Q2	$1.29M	Buy	18,973 +13,920	+275%	+$949K	1.13%	24
2024 Q1	$332K	Buy	5,053 +1,153	+30%	+$75.7K	0.27%	67
2023 Q4	$247K	Buy	+3,900	New	+$247K	0.3%	63