Brown Miller 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
2022
Q4
Sell
-5,033
Closed -$329K 125
2022
Q3
$329K Hold
5,033
0.23% 79
2022
Q2
$352K Buy
+5,033
New +$352K 0.24% 82