Iams Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Iams Wealth Management’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	$335K	Buy
2025 Q2	$288K	Sell
2025 Q1	$286K	Buy
2024 Q4	$266K	Buy
2024 Q3	$245K	Buy