Sterling Investment Advisors (Pennsylvania)’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
Q4
Sell
-116
Closed -$8K 446
2019
Q3
$8K Hold
116
﹤0.01% 358
2019
Q2
$7K Buy
+116
New +$7K ﹤0.01% 371
2019
Q1
Sell
-1,000
Closed -$52K 431
2018
Q4
$52K Buy
+1,000
New +$52K 0.03% 192