Caliber Wealth Management (Utah)’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
Q1
Sell
-21,014
Closed -$1.48M 92
2022
Q4
$1.48M Buy
+21,014
New +$1.48M 1.13% 39