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Avalon Investment & Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Avalon Investment & Advisory’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,998
Closed -$728K – 382
2016
Q4 		$728K Buy
+14,998
New +$728K 0.03% 254