Davidson & Garrard’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$352K Hold
2017
Q2
$345K Buy
2017
Q1
$335K Sell
2016
Q4
$333K Sell
2016
Q3
$388K Buy
2016
Q2
$407K Buy
2016
Q1
$318K Sell
2015
Q4
$283K Sell
2015
Q3
$294K Sell
2015
Q2
$288K Sell
2015
Q1
$322K Buy
2014
Q4
$313K Sell
2014
Q3
$284K Buy
2014
Q2
$293K Buy
2014
Q1
$255K Hold
2013
Q4
$234K Buy