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

One Plus One Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-78,476
Closed -$5.15M – 105
2024
Q1 		$5.15M Buy
78,476
+470
+0.6% +$30.9K 2.95% 11
2023
Q4 		$4.94M Buy
78,006
+1,574
+2% +$99.7K 3% 11
2023
Q3 		$4.5M Buy
+76,432
New +$4.5M 2.93% 7