Atherton Lane Advisers’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
2015
Q2
Sell
-7,922
Closed -$352K 255
2015
Q1
$352K Sell
7,922
-3,408
-30% -$151K 0.02% 191
2014
Q4
$535K Sell
11,330
-875
-7% -$41.3K 0.03% 172
2014
Q3
$514K Sell
12,205
-367
-3% -$15.5K 0.03% 179
2014
Q2
$556K Buy
+12,572
New +$556K 0.03% 173