Appropriate Balance Financial Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-120,264	Closed	-$9.63M	–	33
2016 Q3	$9.63M	Sell	120,264 -705	-0.6%	-$56.4K	6.17%	6
2016 Q2	$9.44M	Buy	120,969 +68,501	+131%	+$5.35M	6.25%	7
2016 Q1	$4.15M	Buy	+52,468	New	+$4.15M	2.88%	8