KWAG
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Kiely Wealth Advisory Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Kiely Wealth Advisory Group’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$29.1K Hold
369
– – 0.02% 147
2024
Q3 		$29K Hold
369
– – 0.02% 145
2024
Q2 		$27.1K Hold
369
– – 0.02% 136
2024
Q1 		$24.7K Hold
369
– – 0.01% 130
2023
Q4 		$22.6K Buy
+369
New +$22.6K 0.01% 132