Hefty Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Hefty Wealth Partners’s Portfolio XLU Stock Details XLU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell
2017 Q4	$3.35M	Buy
2017 Q3	$3.13M	Buy
2017 Q2	$3.05M	Buy
2017 Q1	$2.56M	Buy