Bridgewater Wealth & Financial Management’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
2017
Q1
Sell
-4,251
Closed -$206K 113
2016
Q4
$206K Sell
4,251
-219
-5% -$10.6K 0.08% 105
2016
Q3
$219K Buy
4,470
+305
+7% +$14.9K 0.08% 107
2016
Q2
$219K Buy
4,165
+3
+0.1% +$158 0.08% 105
2016
Q1
$207K Buy
+4,162
New +$207K 0.08% 108