SIA
XVZ

Spruce Investment Advisors’s iPath S&P 500 Dynamic VIX ETN XVZ Stock Holding History

Spruce Investment Advisors’s Portfolio XVZ Stock Details XVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-25,840
Closed -$1M – 22
2013
Q3 		$1M Buy
25,840
+4,930
+24% +$191K 0.72% 12
2013
Q2 		$894K Buy
+20,910
New +$894K 1.09% 9