RMR Wealth Builders’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
Q2
Sell
-3,543
Closed -$233K 263
2024
Q1
$233K Buy
+3,543
New +$233K 0.03% 238
2021
Q2
Sell
-458
Closed -$29K 725
2021
Q1
$29K Buy
+458
New +$29K 0.01% 457