Longbow Finance’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
2024 Q4	–	Sell	-347,223	Closed	-$28M	–	114
2024 Q3	$28M	Buy	347,223 +119,213	+52%	+$9.63M	2.99%	7
2024 Q2	$15.5M	Sell	228,010 -9,521	-4%	-$649K	1.61%	12
2024 Q1	$15.6M	Buy	+237,531	New	+$15.6M	1.58%	14