Appropriate Balance Financial Services’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	$468K	Buy	12,098 +863	+8%	+$33.4K	23.24%	1
2017 Q2	$455K	Buy	11,235 +333	+3%	+$13.5K	23.11%	1
2017 Q1	$459K	Sell	10,902 -448,997	-98%	-$18.9M	23%	1
2016 Q4	$10.7M	Buy	+459,899	New	+$10.7M	6.55%	6