Hefty Wealth Partners’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
2018 Q1	–	Sell	-63,687	Closed	-$3.36M	–	284
2017 Q4	$3.36M	Buy	63,687 +4,645	+8%	+$245K	2.08%	14
2017 Q3	$3.13M	Buy	59,042 +274	+0.5%	+$14.5K	2.07%	11
2017 Q2	$3.05M	Buy	58,768 +8,884	+18%	+$462K	2.09%	12
2017 Q1	$2.56M	Buy	+49,884	New	+$2.56M	1.86%	16