CWS
XLU icon

Confluence Wealth Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Confluence Wealth Services’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-781
Closed -$55K – 1200
2021
Q4 		$55K Buy
+781
New +$55K 0.02% 453