Convergent 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
2015
Q2
Sell
-6,504
Closed -$289K 46
2015
Q1
$289K Buy
+6,504
New +$289K 0.04% 46