Freedom Financial Partners’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	$1.42M	Sell	17,439 -307	-2%	-$25.1K	0.6%	28
2025 Q1	$1.4M	Sell	17,746 -338	-2%	-$26.7K	0.65%	28
2024 Q4	$1.37M	Buy	+18,084	New	+$1.37M	0.66%	30