Curi 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
Q1
Sell
-35
Closed -$2K 677
2021
Q4
$2K Buy
+35
New +$2K ﹤0.01% 429