Dynasty 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
2024 Q4	–	Sell	-332,051	Closed	-$26.8M	–	275
2024 Q3	$26.8M	Buy	+332,051	New	+$26.8M	0.81%	24
2018 Q1	–	Sell	-6,305	Closed	-$332K	–	99
2017 Q4	$332K	Buy	+6,305	New	+$332K	0.57%	56