Zimmermann Investment Management & Planning’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	–	Sell	-3,229	Closed	-$220K	–	156
2024 Q2	$220K	Buy	3,229 +18	+0.6%	+$1.23K	0.07%	126
2024 Q1	$211K	Buy	+3,211	New	+$211K	0.08%	128