HCM
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HMS Capital Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

HMS Capital Management’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,993
Closed -$1.29M – 101
2019
Q4 		$1.29M Buy
19,993
+3,605
+22% +$233K 0.54% 40
2019
Q3 		$1.06M Buy
+16,388
New +$1.06M 0.39% 65