Bragg Financial Advisors’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	-3,212	Closed	-$210K	–	326
2023 Q2	$210K	Buy	3,212 +185	+6%	+$12.1K	0.01%	316
2023 Q1	$205K	Sell	3,027 -86	-3%	-$5.82K	0.01%	309
2022 Q4	$219K	Buy	+3,113	New	+$219K	0.01%	304