Dynamic Wealth Strategies’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Dynamic Wealth Strategies’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 Q2	$428K	Buy
2025 Q1	$360K	Sell
2024 Q4	$358K	Buy
2024 Q3	$354K	Buy
2024 Q2	$287K	Buy
2024 Q1	$153K	Buy
2023 Q4	$887	Buy