Summit Financial Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-3,425
Closed -$185K 260
2015
Q2
$185K Hold
3,425
0.11% 88
2015
Q1
$194K Sell
3,425
-350
-9% -$19.8K 0.13% 71
2014
Q4
$214K Buy
+3,775
New +$214K 0.15% 65