Level Financial Advisors’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
2024 Q1	–	Sell	-1,002	Closed	-$63.5K	–	273
2023 Q4	$63.5K	Hold	1,002	–	–	0.03%	104
2023 Q3	$59K	Hold	1,002	–	–	0.03%	102
2023 Q2	$65.6K	Buy	1,002 +8	+0.8%	+$523	0.04%	95
2023 Q1	$67.3K	Buy	+994	New	+$67.3K	0.04%	86