SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

4J Wealth Management LLC's Holding History (CIK: 0001840775)

Note: Option positions (PUT/CALL) are excluded.

Q1 2024
Shares 11,991 Value ($000) $787 Avg Close Range
Q4 2023
Shares 11,945 Value ($000) $756 Avg Close Range
Q2 2022
Shares 63,294 Value ($000) $4,439 Avg Close Range
Q1 2022
Shares 65,334 Value ($000) $4,865 Avg Close Range
Q4 2021
Shares 63,644 Value ($000) $4,556 Avg Close Range
Q3 2021
Shares 58,564 Value ($000) $3,741 Avg Close Range
Q2 2021
Shares 57,077 Value ($000) $3,609 Avg Close Range
Q1 2021
Shares 49,247 Value ($000) $3,154 Avg Close Range
Q4 2020
Shares 47,575 Value ($000) $2,982 Avg Close Range