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Sather Financial Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Sather Financial Group’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,066
Closed -$336K – 59
2020
Q1 		$336K Hold
6,066
– – 0.07% 44
2019
Q4 		$391K Hold
6,066
– – 0.06% 53
2019
Q3 		$392K Buy
+6,066
New +$392K 0.07% 39