Oak Point Wealth 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
2018
Q1
$7K Sell
137
-25,735
-99% -$1.31M 0.01% 164
2017
Q4
$1.37M Buy
+25,872
New +$1.37M 1.35% 27