Appropriate Balance Financial Services’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-182,472
Closed -$10.1M 35
2016
Q2
$10.1M Buy
182,472
+85,657
+88% +$4.72M 6.66% 6
2016
Q1
$5.14M Buy
+96,815
New +$5.14M 3.57% 7