Prism 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
-2,847
Closed -$230K 70
2024
Q3
$230K Buy
+2,847
New +$230K 0.07% 62