Mission 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	$202K	Buy	+2,472	New	+$202K	﹤0.01%	630
2025 Q1	–	Sell	-3,870	Closed	-$293K	–	666
2024 Q4	$293K	Buy	+3,870	New	+$293K	0.01%	527