Stone Toro Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $403K | Hold |
9,070
| – | – | 4.06% | 5 |
|
|
2014
Q4 | $428K | Sell |
9,070
-10,900
| -55% | -$514K | 1.11% | 30 |
|
|
2014
Q3 | $841K | Buy |
19,970
+10,900
| +120% | +$459K | 2% | 14 |
|
|
2014
Q2 | $401K | Sell |
9,070
-26,762
| -75% | -$1.18M | 1.16% | 31 |
|
|
2014
Q1 | $1.49M | Buy |
35,832
+26,053
| +266% | +$1.08M | 2.09% | 9 |
|
|
2013
Q4 | $371K | Sell |
9,779
-319
| -3% | -$12.1K | 0.33% | 72 |
|
|
2013
Q3 | $377K | Buy |
10,098
+1,199
| +13% | +$44.8K | 0.25% | 87 |
|
|
2013
Q2 | $335K | Buy |
+8,899
| New | +$335K | 0.2% | 139 |
|