Greenwich Wealth Management’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
2023
Q1
Sell
-4,019
Closed -$283K 245
2022
Q4
$283K Sell
4,019
-4,729
-54% -$333K 0.03% 189
2022
Q3
$573K Sell
8,748
-505
-5% -$33.1K 0.06% 143
2022
Q2
$649K Buy
+9,253
New +$649K 0.09% 141