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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$2.01M Sell
38,656
-12,468
-24% -$648K 1.54% 20
2018
Q1
$2.58M Sell
51,124
-1,456
-3% -$73.6K 1.64% 21
2017
Q4
$2.77M Buy
+52,580
New +$2.77M 1.7% 23