Beacon Financial Advisory’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
2020
Q4
Sell
-3,528
Closed -$209K 203
2020
Q3
$209K Buy
+3,528
New +$209K 0.18% 161
2020
Q1
Sell
-3,225
Closed -$208K 171
2019
Q4
$208K Buy
+3,225
New +$208K 0.18% 150