Base Wealth Management LLC’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
2025 Q2	–	Sell	-12,919	Closed	-$1.02M	–	59
2025 Q1	$1.02M	Buy	+12,919	New	+$1.02M	0.78%	24