Northeast Planning Associates NH’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
2025 Q2	$296K	Sell	3,625 -738	-17%	-$60.3K	0.27%	37
2025 Q1	$344K	Sell	4,363 -3,672	-46%	-$290K	0.29%	37
2024 Q4	$608K	Buy	+8,035	New	+$608K	0.63%	22