Cadence Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Cadence Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$225K	Buy
2022 Q3	–	Sell
2022 Q2	$311K	Sell
2022 Q1	$426K	Buy
2021 Q4	$378K	Buy
2021 Q3	$298K	Buy
2021 Q2	–	Sell
2021 Q1	$6.27M	Buy