Prosperity Capital Advisors’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	$511K	Buy	6,259 +1,884	+43%	+$154K	0.05%	171
2025 Q1	$346K	Sell	4,375 -337	-7%	-$26.6K	0.03%	277
2024 Q4	$357K	Sell	4,712 -24,913	-84%	-$1.89M	0.03%	259
2024 Q3	$2.39M	Buy	29,625 +20,892	+239%	+$1.69M	0.2%	88
2024 Q2	$595K	Buy	+8,733	New	+$595K	0.07%	173