SWK
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Stephen W. Kidder’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Stephen W. Kidder’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,231
Closed -$256K – 99
2016
Q3 		$256K Sell
5,231
-5,100
-49% -$250K 0.1% 92
2016
Q2 		$542K Hold
10,331
– – 0.22% 66
2016
Q1 		$513K Buy
+10,331
New +$513K 0.21% 67