Beacon Pointe Wealth Advisors’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
2019
Q4
$214K Sell
3,323
-1,180
-26% -$76K 0.04% 251
2019
Q3
$291K Buy
4,503
+856
+23% +$55.3K 0.06% 217
2019
Q2
$218K Buy
+3,647
New +$218K 0.05% 246