Terra Nova Asset Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Terra Nova Asset Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell
2025 Q1	$1.2M	Buy
2024 Q4	$1.14M	Buy
2024 Q3	$1.21M	Buy
2024 Q2	$1.02M	Buy
2024 Q1	$401K	Buy