PUREfi Wealth’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	$261K	Sell	3,200 -800	-20%	-$65.3K	0.21%	129
2025 Q1	$315K	Buy	4,000 +500	+14%	+$39.4K	0.32%	93
2024 Q4	$265K	Buy	+3,500	New	+$265K	0.26%	115