NEIRG Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

NEIRG Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$3.91M	Sell
2023 Q1	$7.55M	Sell
2022 Q4	$14.1M	Buy
2022 Q3	$13M	Buy
2022 Q2	$11M	Buy
2022 Q1	$10.7M	Buy
2021 Q4	$10.2M	Buy