MGO Private 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
2023
Q1
Sell
-18,649
Closed -$1.31M 136
2022
Q4
$1.31M Sell
18,649
-4,120
-18% -$290K 0.6% 40
2022
Q3
$1.49M Buy
+22,769
New +$1.49M 0.71% 32