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Gratus Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Gratus Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,424
Closed -$478K – 139
2024
Q1 		$478K Sell
7,424
-93,306
-93% -$6.01M 0.09% 91
2023
Q4 		$6.38M Buy
+100,730
New +$6.38M 1.26% 19