Clark Financial Services Group’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
-11,053
Closed -$724K 68
2022
Q3
$724K Buy
+11,053
New +$724K 0.76% 20
2020
Q2
$755K Buy
+10,771
New +$755K 1.17% 15