BBJS Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$4.87M Buy
2024
Q2
$4.08M Sell
2024
Q1
$4.58M Buy
2023
Q4
$4.09M Sell
2023
Q3
$3.94M Buy
2023
Q2
$2.22M Buy