McAlister Sweet & Associates’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
Q4
Sell
-38,698
Closed -$2.54M 28
2022
Q3
$2.54M Sell
38,698
-5,516
-12% -$361K 2.71% 10
2022
Q2
$3.1M Buy
+44,214
New +$3.1M 3.14% 13