New England Private Wealth Advisors’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
2014
Q4
Sell
-8,743
Closed -$368K 112
2014
Q3
$368K Sell
8,743
-8,740
-50% -$368K 0.15% 70
2014
Q2
$774K Hold
17,483
0.32% 47
2014
Q1
$725K Buy
+17,483
New +$725K 0.3% 49