Connectus Wealth’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 Q1	$3.1M	Sell	47,201 -10,675	-18%	-$701K	0.08%	147
2023 Q4	$3.67M	Buy	57,876 +4,239	+8%	+$268K	0.08%	191
2023 Q3	$3.16M	Buy	+53,637	New	+$3.16M	0.07%	210
2023 Q1	–	Sell	-14,946	Closed	-$1.05M	–	476
2022 Q4	$1.05M	Buy	+14,946	New	+$1.05M	0.02%	283