Cynosure Group’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
Q2
Sell
-5,133
Closed -$284K 64
2020
Q1
$284K Sell
5,133
-906
-15% -$50.1K 0.2% 55
2019
Q4
$390K Hold
6,039
0.21% 52
2019
Q3
$391K Sell
6,039
-2,135
-26% -$138K 0.21% 47
2019
Q2
$487K Buy
+8,174
New +$487K 0.22% 51