Welch Capital 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
2018 Q1	–	Sell	-106,020	Closed	-$5.59M	–	45
2017 Q4	$5.59M	Hold	106,020	–	–	1.99%	21
2017 Q3	$5.62M	Sell	106,020 -4,130	-4%	-$219K	1.9%	25
2017 Q2	$5.72M	Sell	110,150 -32,220	-23%	-$1.67M	1.9%	27
2017 Q1	$7.31M	Buy	+142,370	New	+$7.31M	2.41%	18