Fourth Dimension Wealth’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	$1.12M	Buy	13,699 +688	+5%	+$56.2K	0.47%	45
2025 Q1	$1.03M	Sell	13,011 -114	-0.9%	-$8.99K	0.5%	44
2024 Q4	$994K	Buy	+13,125	New	+$994K	0.52%	37