Richard W. Paul & Associates’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
2023 Q4	–	Sell	-288	Closed	-$17K	–	543
2023 Q3	$17K	Sell	288 -24	-8%	-$1.41K	0.01%	255
2023 Q2	$20.4K	Sell	312 -15	-5%	-$982	0.01%	266
2023 Q1	$22.1K	Buy	+327	New	+$22.1K	0.01%	259