Royal Harbor Partners’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
2023
Q3
Sell
-7,274
Closed -$476K 74
2023
Q2
$476K Sell
7,274
-185
-2% -$12.1K 0.23% 49
2023
Q1
$505K Buy
+7,459
New +$505K 0.27% 53
2021
Q4
Sell
-6,250
Closed -$399K 86
2021
Q3
$399K Buy
+6,250
New +$399K 0.28% 62