Crown Wealth 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
2024
Q3
Sell
-4,637
Closed -$316K 122
2024
Q2
$316K Buy
+4,637
New +$316K 0.16% 74