Consolidated Capital 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
2025 Q2	$5.34M	Buy	65,344 +2,157	+3%	+$176K	1.93%	21
2025 Q1	$4.98M	Buy	+63,187	New	+$4.98M	2.07%	20
2018 Q1	–	Sell	-19,590	Closed	-$1.03M	–	58
2017 Q4	$1.03M	Buy	+19,590	New	+$1.03M	1.07%	27