Game Plan Financial Advisors’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
$49.6K Sell
607
-125
-17% -$10.2K 0.02% 143
2025
Q1
$57.7K Sell
732
-1,268
-63% -$100K 0.03% 135
2024
Q4
$151K Hold
2,000
0.07% 97
2024
Q3
$162K Hold
2,000
0.08% 95
2024
Q2
$136K Buy
+2,000
New +$136K 0.07% 111