Gupta Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$23K Sell
473
-269
-36% -$13.1K 0.01% 624
2015
Q4
$32K Buy
742
+340
+85% +$14.7K 0.01% 544
2015
Q3
$17K Buy
402
+2
+0.5% +$85 ﹤0.01% 739
2015
Q2
$17K Sell
400
-253
-39% -$10.8K ﹤0.01% 774
2015
Q1
$29K Buy
+653
New +$29K 0.01% 512