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Integrated Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Integrated Wealth Management’s Portfolio XLU Stock Details XLU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$119K Buy
2016
Q2 		$128K Sell
2016
Q1 		$174K Sell
2015
Q4 		$155K Sell
2015
Q3 		$252K Buy
2015
Q2 		$241K Buy
2015
Q1 		$241K Buy