Marion 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
2022
Q2
Sell
-6,597
Closed -$491K 110
2022
Q1
$491K Buy
6,597
+115
+2% +$8.56K 0.24% 78
2021
Q4
$464K Buy
+6,482
New +$464K 0.22% 77