Keeler Thomas Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,140
Closed -$284K 67
2020
Q1
$284K Sell
5,140
-23
-0.4% -$1.27K 0.33% 54
2019
Q4
$334K Sell
5,163
-812
-14% -$52.5K 0.24% 57
2019
Q3
$386K Buy
+5,975
New +$386K 0.3% 53