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

Connecticut 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
2025 Q3	$373K	Sell
2025 Q2	$753K	Buy
2025 Q1	$291K	Sell
2024 Q4	$1.61M	Buy
2024 Q3	$606K	Hold
2024 Q2	$511K	Hold
2024 Q1	$492K	Hold
2023 Q4	$475K	Buy