CBIZ Investment Advisory Services’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
2024 Q3	–	Sell	-11	Closed	-$750	–	446
2024 Q2	$750	Buy	+11	New	+$750	﹤0.01%	375
2020 Q3	–	Hold	0	–	-$61K	–	123
2020 Q2	–	Hold	0	–	-$60K	–	61
2020 Q1	–	Hold	0	–	-$70K	–	64
2019 Q4	–	Hold	0	–	–	–	70