Houlihan Financial Resource 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
2023 Q3	–	Sell	-77,029	Closed	-$5.18M	–	175
2023 Q2	$5.18M	Buy	+77,029	New	+$5.18M	0.16%	49
2020 Q3	$184K	Buy	+2,774	New	+$184K	0.11%	101