Symphony 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
2022 Q2	–	Sell	-2,883	Closed	-$221K	–	210
2022 Q1	$221K	Buy	+2,883	New	+$221K	0.05%	181
2021 Q2	–	Sell	-3,106	Closed	-$202K	–	203
2021 Q1	$202K	Buy	+3,106	New	+$202K	0.05%	188