Sandbox Financial Partners’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	–	Sell	-3,478	Closed	-$226K	–	111
2021 Q1	$226K	Sell	3,478 -1,460	-30%	-$94.9K	0.18%	66
2020 Q4	$310K	Buy	+4,938	New	+$310K	0.28%	49