Personal Capital Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$953K	Buy	27,026 +16,764	+163%	+$570K	﹤0.01%	242
2022 Q3	$336K	Sell	10,262 -44	-0.4%	-$1.61K	﹤0.01%	338
2022 Q2	$361K	Sell	10,306 -1,158	-10%	-$41.9K	﹤0.01%	315
2022 Q1	$427K	Sell	11,464 -3,984	-26%	-$138K	﹤0.01%	330
2021 Q4	$607K	Sell	15,448 -9,142	-37%	-$308K	﹤0.01%	307
2021 Q3	$785K	Buy	24,590 +8,410	+52%	+$281K	﹤0.01%	268
2021 Q2	$512K	Buy	16,180 +2,518	+18%	+$82.4K	﹤0.01%	305
2021 Q1	$437K	Sell	13,662 -1,330	-9%	-$41.3K	﹤0.01%	325
2020 Q4	$470K	Sell	14,992 -543,430	-97%	-$17.2M	﹤0.01%	309
2020 Q3	$16.6M	Buy	558,422 +550,442	+6,898%	+$16.3M	0.12%	116
2020 Q2	$225K	Buy	7,980 +3,600	+82%	+$104K	﹤0.01%	331
2020 Q1	$6.37M	Buy	+4,380	New	+$140K	0.06%	144