Asset Dedication LLC’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
Q3
Sell
-99
Closed -$6K 1077
2023
Q2
$6K Buy
+99
New +$6K ﹤0.01% 759
2016
Q1
Sell
-305
Closed -$13K 661
2015
Q4
$13K Buy
+305
New +$13K 0.01% 367