Summit Financial Wealth Advisors’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
Q4
Sell
-3,375
Closed -$146K 219
2015
Q3
$146K Hold
3,375
0.09% 89
2015
Q2
$139K Hold
3,375
0.09% 96
2015
Q1
$146K Buy
3,375
+1,400
+71% +$60.6K 0.1% 79
2014
Q4
$93K Buy
+1,975
New +$93K 0.06% 93