River 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
2019
Q1
Sell
-562
Closed -$30K 524
2018
Q4
$30K Hold
562
0.01% 304
2018
Q3
$30K Buy
562
+241
+75% +$12.9K 0.01% 338
2018
Q2
$17K Buy
+321
New +$17K 0.01% 387