PMG 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	$359K	Sell	4,400 -400	-8%	-$32.7K	0.3%	40
2025 Q1	$378K	Hold	4,800	–	–	0.4%	32
2024 Q4	$363K	Buy	+4,800	New	+$363K	0.33%	34