Trinity Financial 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
2024 Q4	–	Sell	-4,644	Closed	-$388K	–	89
2024 Q3	$388K	Buy	+4,644	New	+$388K	0.17%	55
2022 Q2	–	Sell	-40,643	Closed	-$3.03M	–	66
2022 Q1	$3.03M	Buy	+40,643	New	+$3.03M	1.89%	11