Kays Financial Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-7,172
Closed -$439K 64
2015
Q3
$439K Buy
7,172
+2,996
+72% +$183K 0.25% 47
2015
Q2
$314K Buy
4,176
+287
+7% +$21.6K 0.18% 52
2015
Q1
$302K Buy
+3,889
New +$302K 0.18% 53