Planning Capital Management Corporation’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 Q3	$337K	Buy	4,175 +100	+2%	+$8.08K	0.22%	66
2024 Q2	$278K	Sell	4,075 -60	-1%	-$4.09K	0.2%	72
2024 Q1	$271K	Buy	4,135 +2,310	+127%	+$152K	0.2%	67
2023 Q4	$116K	Buy	+1,825	New	+$116K	0.09%	123