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Beta Wealth Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Beta Wealth Group’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11,994
Closed -$752K – 65
2020
Q4 		$752K Buy
+11,994
New +$752K 0.65% 33