Tandem Wealth Advisors’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
2025 Q2	$443K	Sell	5,420 -38	-0.7%	-$3.1K	0.22%	33
2025 Q1	$430K	Buy	5,458 +612	+13%	+$48.3K	0.23%	34
2024 Q4	$367K	Buy	+4,846	New	+$367K	0.19%	38