Aspiriant Holdings S3’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
2014
Q1
Sell
-5,290
Closed -$201K 118
2013
Q4
$201K Sell
5,290
-1,200
-18% -$45.6K 0.08% 106
2013
Q3
$243K Sell
6,490
-320
-5% -$12K 0.1% 97
2013
Q2
$256K Buy
+6,810
New +$256K 0.12% 93