Convergent Wealth Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$923K Buy
+23,117
New +$923K 0.21% 30
2015
Q2
Sell
-6,395
Closed -$312K 42
2015
Q1
$312K Buy
+6,395
New +$312K 0.05% 44