Novak Financial Planning’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 Q2	$1.62M	Sell	25,691 -350	-1%	-$22.1K	0.79%	39
2021 Q1	$1.67M	Buy	26,041 +897	+4%	+$57.5K	0.92%	31
2020 Q4	$1.58M	Buy	+25,144	New	+$1.58M	0.93%	33