UG Investment Advisers’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
2023
Q2
Sell
-8,000
Closed -$542K 22
2023
Q1
$542K Hold
8,000
0.39% 15
2022
Q4
$564K Buy
+8,000
New +$564K 0.34% 21