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Genesis Wealth Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Genesis Wealth Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		$145K Sell
3,507
-2,241
-39% -$92.9K 0.12% 86
2015
Q1 		$256K Sell
5,748
-1,296
-18% -$57.6K 0.21% 53
2014
Q4 		$321K Buy
+7,044
New +$321K 0.25% 43