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Keystone Wealth Services’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Keystone Wealth Services’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
12,863
+6,955
+118% +$568K 0.25% 96
2025
Q1 		$466K Sell
5,908
-1,676
-22% -$132K 0.13% 156
2024
Q4 		$574K Buy
7,584
+1,563
+26% +$118K 0.15% 134
2024
Q3 		$486K Buy
+6,021
New +$486K 0.13% 148