LJI Wealth Management’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
2025 Q2	$394K	Sell	4,825 -25	-0.5%	-$2.04K	0.07%	120
2025 Q1	$382K	Buy	4,850 +128	+3%	+$10.1K	0.08%	111
2024 Q4	$357K	Sell	4,722 -1,005	-18%	-$76.1K	0.07%	116
2024 Q3	$463K	Buy	5,727 +43	+0.8%	+$3.47K	0.09%	111
2024 Q2	$387K	Buy	+5,684	New	+$387K	0.09%	121