Imprint 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
Q3
Sell
-5,650
Closed -$364K 178
2023
Q2
$364K Buy
5,650
+16
+0.3% +$1.03K 0.23% 120
2023
Q1
$384K Buy
+5,634
New +$384K 0.25% 104