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Wealth Effects’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Wealth Effects’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,543
Closed -$233K – 227
2024
Q1 		$233K Sell
3,543
-679
-16% -$44.6K 0.09% 178
2023
Q4 		$267K Buy
+4,222
New +$267K 0.1% 168