Capasso Planning Partners’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	-7,562	Closed	-$596K	–	103
2025 Q1	$596K	Buy	7,562 +1,757	+30%	+$139K	0.25%	64
2024 Q4	$439K	Sell	5,805 -7,532	-56%	-$570K	0.18%	79
2024 Q3	$1.08M	Buy	13,337 +4,053	+44%	+$327K	0.32%	55
2024 Q2	$633K	Buy	+9,284	New	+$633K	0.21%	72