Goldstone Financial Group’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 Q1	–	Sell	-4,530	Closed	-$287K	–	176
2023 Q4	$287K	Sell	4,530 -128,376	-97%	-$8.13M	0.07%	125
2023 Q3	$7.83M	Buy	132,906 +5,288	+4%	+$312K	2.32%	11
2023 Q2	$8.35M	Sell	127,618 -10,107	-7%	-$661K	2.46%	11
2023 Q1	$9.32M	Buy	+137,725	New	+$9.32M	3.07%	7