Northwest Financial Advisors’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
2024
Q4
Sell
-110
Closed -$8.89K 556
2024
Q3
$8.89K Buy
+110
New +$8.89K 0.01% 405
2024
Q1
Sell
-160
Closed -$10.1K 551
2023
Q4
$10.1K Buy
+160
New +$10.1K 0.01% 374