Altus 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
2021 Q3	–	Sell	-70,627	Closed	-$4.47M	–	39
2021 Q2	$4.47M	Buy	70,627 +1,522	+2%	+$96.2K	2.88%	9
2021 Q1	$4.43M	Buy	69,105 +3,964	+6%	+$254K	3.14%	9
2020 Q4	$4.08M	Buy	+65,141	New	+$4.08M	3.17%	8