Traphagen Investment 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
Q1
Sell
-3,494
Closed -$264K 191
2024
Q4
$264K Buy
+3,494
New +$264K 0.03% 146