Stifel Trust’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$37K Hold
400
0.01% 297
2014
Q2
$41K Hold
400
0.01% 289
2014
Q1
$36K Sell
400
-50
-11% -$4.5K 0.01% 299
2013
Q4
$40K Hold
450
0.01% 284
2013
Q3
$38K Buy
+450
New +$38K 0.01% 286