McKinley Carter Wealth Services’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
Q3
Sell
-4,014
Closed -$281K 296
2022
Q2
$281K Buy
+4,014
New +$281K 0.02% 251
2018
Q2
Sell
-50
Closed -$3K 403
2018
Q1
$3K Buy
+50
New +$3K ﹤0.01% 419