Ironwood Financial’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
2021 Q4	–	Sell	-299	Closed	-$19K	–	559
2021 Q3	$19K	Hold	299	–	–	0.01%	290
2021 Q2	$19K	Sell	299 -155	-34%	-$9.85K	0.01%	285
2021 Q1	$29K	Hold	454	–	–	0.01%	224
2020 Q4	$28K	Hold	454	–	–	0.01%	209
2020 Q3	$27K	Hold	454	–	–	0.01%	166
2020 Q2	$26K	Hold	454	–	–	0.01%	162
2020 Q1	$25K	Sell	454 -47	-9%	-$2.59K	0.02%	128
2019 Q4	$32K	Sell	501 -110	-18%	-$7.03K	0.01%	156
2019 Q3	$40K	Hold	611	–	–	0.02%	136
2019 Q2	$36K	Hold	611	–	–	0.02%	147
2019 Q1	$36K	Hold	611	–	–	0.02%	146
2018 Q4	$32K	Hold	611	–	–	0.02%	146
2018 Q3	$32K	Hold	611	–	–	0.02%	151
2018 Q2	$32K	Hold	611	–	–	0.02%	121
2018 Q1	$31K	Sell	611 -40	-6%	-$2.03K	0.03%	103
2017 Q4	$34K	Sell	651 -65	-9%	-$3.4K	0.02%	105
2017 Q3	$38K	Buy	716 +151	+27%	+$8.01K	0.02%	101
2017 Q2	$29K	Hold	565	–	–	0.02%	111
2017 Q1	$29K	Hold	565	–	–	0.02%	111
2016 Q4	$27K	Hold	565	–	–	0.02%	115
2016 Q3	$28K	Hold	565	–	–	0.02%	115
2016 Q2	$30K	Hold	565	–	–	0.02%	115
2016 Q1	$28K	Buy	+565	New	+$28K	0.02%	116
2015 Q3	$24K	Hold	565	–	–	0.01%	156
2015 Q2	$23K	Hold	565	–	–	0.01%	157
2015 Q1	$25K	Hold	565	–	–	0.01%	149
2014 Q4	$27K	Buy	+565	New	+$27K	0.01%	124