Cox 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
2024 Q1	–	Sell	-5,069	Closed	-$321K	–	84
2023 Q4	$321K	Buy	+5,069	New	+$321K	0.21%	79
2021 Q1	–	Sell	-7,733	Closed	-$485K	–	89
2020 Q4	$485K	Buy	+7,733	New	+$485K	0.37%	72