Nalls Sherbakoff Group’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 Q4	$452K	Sell	7,137 -305	-4%	-$19.3K	0.4%	44
2023 Q3	$439K	Buy	7,442 +13	+0.2%	+$766	0.43%	41
2023 Q2	$482K	Hold	7,429	–	–	0.47%	41
2023 Q1	$499K	Buy	+7,429	New	+$499K	0.5%	40
2018 Q4	$459K	Buy	+8,670	New	+$459K	0.73%	29