Goldstone Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Goldstone Financial Group’s Portfolio XLU Stock Details XLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$315K	Buy
2024 Q1	–	Sell
2023 Q4	$287K	Sell
2023 Q3	$7.83M	Buy
2023 Q2	$8.35M	Sell
2023 Q1	$9.32M	Buy