Linscomb 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
2022
Q2
Sell
-2,728
Closed -$203K 335
2022
Q1
$203K Buy
+2,728
New +$203K 0.01% 332
2018
Q4
Sell
-3,805
Closed -$200K 281
2018
Q3
$200K Buy
+3,805
New +$200K 0.02% 274