Comprehensive Financial Planning’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	$415K	Buy	5,083 +33	+0.7%	+$2.7K	0.33%	71
2025 Q1	$398K	Buy	5,050 +3,959	+363%	+$312K	0.39%	58
2024 Q4	$82.5K	Buy	+1,091	New	+$82.5K	0.07%	134