Oxinas Partners 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
2023
Q2
Sell
-17,822
Closed -$1.21M 133
2023
Q1
$1.21M Buy
17,822
+2,836
+19% +$192K 0.87% 33
2022
Q4
$1.06M Sell
14,986
-86
-0.6% -$6.06K 0.89% 31
2022
Q3
$987K Sell
15,072
-3,204
-18% -$210K 0.82% 31
2022
Q2
$1.28M Buy
+18,276
New +$1.28M 0.97% 30