Private Advisory Group’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
2022
Q4
Sell
-18,384
Closed -$1.2M 225
2022
Q3
$1.2M Buy
18,384
+1,366
+8% +$89.5K 0.28% 85
2022
Q2
$1.19M Buy
+17,018
New +$1.19M 0.27% 73
2021
Q1
Sell
-29,178
Closed -$1.83M 156
2020
Q4
$1.83M Buy
+29,178
New +$1.83M 0.6% 43