Genesis Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
$106K Sell
4,959
-1,481
-23% -$31.7K 0.09% 110
2015
Q1
$136K Buy
6,440
+645
+11% +$13.6K 0.11% 87
2014
Q4
$125K Buy
+5,795
New +$125K 0.1% 108