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

IBEX Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$714K	Buy
2025 Q1	–	Sell
2024 Q4	$1.58M	Buy
2023 Q1	–	Sell
2022 Q4	$444K	Sell
2022 Q3	$420K	Buy
2022 Q2	$442K	Sell
2022 Q1	$497K	Buy
2021 Q4	$384K	Sell
2021 Q3	$352K	Buy
2021 Q2	$325K	Buy