Safeguard Financial’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 Q3	–	Sell	-3,072	Closed	-$209K	–	131
2024 Q2	$209K	Buy	+3,072	New	+$209K	0.06%	98
2023 Q3	–	Sell	-1,000	Closed	-$65K	–	570
2023 Q2	$65K	Buy	+1,000	New	+$65K	0.03%	136