Castle 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
-156
Closed -$10K 655
2022
Q3
$10K Buy
156
+141
+940% +$9.04K 0.01% 426
2022
Q2
$1K Buy
+15
New +$1K ﹤0.01% 650