Angeles 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
2025 Q2	$49K	Hold	600	–	–	﹤0.01%	379
2025 Q1	$47.3K	Sell	600 -950	-61%	-$74.9K	﹤0.01%	332
2024 Q4	$117K	Buy	+1,550	New	+$117K	0.01%	314
2024 Q1	–	Sell	-8	Closed	-$507	–	309
2023 Q4	$507	Buy	+8	New	+$507	﹤0.01%	258