Coyle Financial Counsel’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,516	Closed	-$102K	–	333
2018 Q1	$102K	Buy	+2,516	New	+$62.8K	0.11%	46
2017 Q2	$267K	Sell	10,288 -470	-4%	-$12.3K	0.36%	34
2017 Q1	$276K	Sell	10,758 -362	-3%	-$9.04K	0.36%	31
2016 Q4	$270K	Sell	11,120 -1,844	-14%	-$44K	0.58%	22
2016 Q3	$312K	Sell	12,964 -188	-1%	-$4.77K	0.45%	31
2016 Q2	$345K	Buy	13,152 +922	+8%	+$22.7K	0.5%	30
2016 Q1	$303K	Sell	12,230 -2,318	-16%	-$53.5K	0.48%	29
2015 Q4	$315K	Buy	14,548 +344	+2%	+$7.46K	0.31%	34
2015 Q3	$307K	Buy	14,204 +1,576	+12%	+$33.9K	0.29%	31
2015 Q2	$262K	Sell	12,628 -122	-1%	-$2.67K	0.29%	38
2015 Q1	$283K	Sell	12,750 -1,046	-8%	-$24.2K	0.32%	39
2014 Q4	$326K	Hold	13,796	–	–	0.39%	37
2014 Q3	$290K	Hold	13,796	–	–	0.36%	40
2014 Q2	$305K	Hold	13,796	–	–	0.42%	36
2014 Q1	$286K	Buy	13,796 +622	+5%	+$12.3K	0.4%	37
2013 Q4	$250K	Buy	+13,174	New	+$252K	0.35%	37