Golden State Equity 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
2024
Q4
Sell
-2,589
Closed -$209K 906
2024
Q3
$209K Sell
2,589
-448
-15% -$36.2K 0.11% 176
2024
Q2
$207K Buy
+3,037
New +$207K 0.04% 380