Cedar Brook Financial Partners’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
Sell
-5,552
Closed -$359K 328
2019
Q3
$359K Buy
5,552
+544
+11% +$35.2K 0.16% 185
2019
Q2
$299K Sell
5,008
-962
-16% -$57.4K 0.14% 204
2019
Q1
$347K Buy
5,970
+59
+1% +$3.43K 0.17% 183
2018
Q4
$313K Buy
+5,911
New +$313K 0.19% 167