Cedar 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
2024 Q4	–	Sell	-2,225	Closed	-$180K	–	268
2024 Q3	$180K	Buy	2,225 +525	+31%	+$42.4K	0.06%	108
2024 Q2	$116K	Buy	+1,700	New	+$116K	0.04%	120
2024 Q1	–	Sell	-3,225	Closed	-$204K	–	363
2023 Q4	$204K	Sell	3,225 -1,594	-33%	-$101K	0.07%	106
2023 Q3	$284K	Hold	4,819	–	–	0.11%	86
2023 Q2	$315K	Hold	4,819	–	–	0.12%	79
2023 Q1	$326K	Hold	4,819	–	–	0.13%	73
2022 Q4	$340K	Sell	4,819 -500	-9%	-$35.3K	0.17%	69
2022 Q3	$348K	Hold	5,319	–	–	0.17%	78
2022 Q2	$373K	Sell	5,319 -200	-4%	-$14K	0.17%	75
2022 Q1	$411K	Hold	5,519	–	–	0.17%	83
2021 Q4	$395K	Buy	5,519 +170	+3%	+$12.2K	0.16%	92
2021 Q3	$342K	Hold	5,349	–	–	0.15%	87
2021 Q2	$338K	Buy	5,349 +124	+2%	+$7.84K	0.15%	85
2021 Q1	$335K	Sell	5,225 -1,000	-16%	-$64.1K	0.17%	85
2020 Q4	$390K	Sell	6,225 -101	-2%	-$6.33K	0.21%	74
2020 Q3	$376K	Hold	6,326	–	–	0.23%	67
2020 Q2	$357K	Hold	6,326	–	–	0.24%	58
2020 Q1	$351K	Buy	6,326 +1,200	+23%	+$66.6K	0.24%	55
2019 Q4	$331K	Hold	5,126	–	–	0.2%	55
2019 Q3	$332K	Hold	5,126	–	–	0.22%	47
2019 Q2	$306K	Hold	5,126	–	–	0.2%	44
2019 Q1	$298K	Buy	5,126 +101	+2%	+$5.87K	0.19%	43
2018 Q4	$266K	Buy	5,025 +1,500	+43%	+$79.4K	0.19%	43
2018 Q3	$186K	Hold	3,525	–	–	0.1%	58
2018 Q2	$183K	Hold	3,525	–	–	0.1%	53
2018 Q1	$178K	Buy	3,525 +2,025	+135%	+$102K	0.11%	57
2017 Q4	$79K	Hold	1,500	–	–	0.05%	81
2017 Q3	$80K	Sell	1,500 -2,900	-66%	-$155K	0.05%	84
2017 Q2	$229K	Hold	4,400	–	–	0.15%	44
2017 Q1	$226K	Hold	4,400	–	–	0.14%	47
2016 Q4	$214K	Hold	4,400	–	–	0.15%	48
2016 Q3	$216K	Hold	4,400	–	–	0.15%	31
2016 Q2	$231K	Hold	4,400	–	–	0.15%	34
2016 Q1	$218K	Buy	+4,400	New	+$218K	0.15%	24