Chicago 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
2023 Q3	–	Sell	-107,761	Closed	-$7.05M	–	44
2023 Q2	$7.05M	Buy	+107,761	New	+$7.05M	5.37%	9
2023 Q1	–	Sell	-118,300	Closed	-$8.34M	–	51
2022 Q4	$8.34M	Buy	118,300 +4,986	+4%	+$352K	7.19%	6
2022 Q3	$7.42M	Buy	+113,314	New	+$7.42M	7.11%	8