Polaris Wealth Advisory Group’s Materials Select Sector SPDR Fund XLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-251,659
Closed -$12.5M 89
2014
Q3
$12.5M Buy
251,659
+372
+0.1% +$18.4K 2.8% 14
2014
Q2
$12.5M Sell
251,287
-863
-0.3% -$42.8K 2.78% 16
2014
Q1
$11.9M Buy
+252,150
New +$11.9M 2.79% 17