Convergent Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$3.2M Buy
+64,139
New +$3.2M 0.72% 20
2015
Q2
Sell
-18,685
Closed -$1.04M 44
2015
Q1
$1.04M Buy
+18,685
New +$1.04M 0.16% 33