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Ken Stern & Associates’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Ken Stern & Associates’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-88,697
Closed -$4.19M – 93
2014
Q4 		$4.19M Buy
+88,697
New +$4.19M 3.26% 11