WT Wealth Management’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	-40,134	Closed	-$2.72M	–	117
2023 Q1	$2.72M	Sell	40,134 -16,103	-29%	-$1.09M	1.17%	22
2022 Q4	$3.96M	Buy	+56,237	New	+$3.96M	1.93%	13