GoalVest Advisory’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 Q3	–	Sell	-173	Closed	-$11.8K	–	395
2024 Q2	$11.8K	Buy	173 +1	+0.6%	+$68	﹤0.01%	267
2024 Q1	$11.3K	Buy	172 +1	+0.6%	+$66	﹤0.01%	303
2023 Q4	$10.8K	Buy	171 +2	+1%	+$126	﹤0.01%	248
2023 Q3	$9.96K	Buy	+169	New	+$9.96K	0.01%	287