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

Independence 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
2020
Q3 		$10K Sell
162
-43
-21% -$2.65K ﹤0.01% 153
2020
Q2 		$12K Sell
205
-374
-65% -$21.9K ﹤0.01% 141
2020
Q1 		$32K Sell
579
-317
-35% -$17.5K 0.01% 116
2019
Q4 		$58K Buy
+896
New +$58K 0.01% 119