Trivium Point Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Trivium Point Advisory’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 Q3	$2.1M	Buy
2025 Q2	$1.05M	Buy
2025 Q1	$311K	Buy
2024 Q4	$240K	Buy
2024 Q3	$232K	Buy
2020 Q3	–	Sell
2020 Q2	$484K	Buy