Jay D. Rosenbaum’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
2023 Q3	–	Sell	-6,715	Closed	-$439K	–	72
2023 Q2	$439K	Buy	6,715 +618	+10%	+$40.4K	0.71%	46
2023 Q1	$413K	Buy	6,097 +840	+16%	+$56.9K	0.76%	47
2022 Q4	$371K	Buy	+5,257	New	+$371K	0.8%	47