Stapp Wealth Management’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 Q1	–	Sell	-24,532	Closed	-$1.73M	–	28
2022 Q4	$1.73M	Sell	24,532 -3,059	-11%	-$216K	4.14%	11
2022 Q3	$1.81M	Buy	+27,591	New	+$1.81M	5.27%	10