Graybill Wealth Management’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
2014
Q2
Sell
-118,609
Closed -$2.33M 51
2014
Q1
$2.33M Buy
118,609
+1,156
+1% +$22.7K 1.91% 31
2013
Q4
$2.25M Buy
117,453
+1,756
+2% +$33.7K 1.97% 31
2013
Q3
$2.02M Sell
115,697
-2,347
-2% -$41K 1.73% 33
2013
Q2
$2.02M Buy
+118,044
New +$2.02M 1.81% 32