Fortem Financial 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
2025 Q2	$303K	Sell	3,705 -11,777	-76%	-$962K	0.1%	132
2025 Q1	$1.22M	Sell	15,482 -9,510	-38%	-$750K	0.47%	61
2024 Q4	$1.89M	Buy	24,992 +525	+2%	+$39.7K	0.73%	34
2024 Q3	$1.98M	Buy	+24,467	New	+$1.98M	0.8%	33