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Provenance Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Provenance Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.1K Hold
222
– – ﹤0.01% 280
2025
Q1 		$17.5K Hold
222
– – ﹤0.01% 285
2024
Q4 		$16.8K Hold
222
– – ﹤0.01% 283
2024
Q3 		$17.9K Buy
+222
New +$17.9K ﹤0.01% 297