Impact Partnership Wealth’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 Q4	–	Sell	-682	Closed	-$40.2K	–	1104
2023 Q3	$40.2K	Sell	682 -264	-28%	-$15.6K	0.01%	428
2023 Q2	$61.9K	Buy	+946	New	+$61.9K	0.02%	241