ERIM
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Eagle Ridge Investment Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Eagle Ridge Investment Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-8,343
Closed -$503K – 132
2015
Q4 		$503K Buy
+8,343
New +$503K 0.12% 90