ParenteBeard Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$12.7K Sell
357
-14,351
-98% -$509K 0.15% 50
2014
Q3
$299K Sell
14,708
-1,235
-8% -$25.1K 0.13% 85
2014
Q2
$318K Buy
15,943
+15
+0.1% +$299 0.14% 79
2014
Q1
$312K Buy
+15,928
New +$312K 0.15% 76