Convergent Wealth Advisors’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
2015
Q3
$4.18M Buy
+56,344
New +$4.18M 0.95% 17
2015
Q2
Sell
-16,270
Closed -$1.23M 48
2015
Q1
$1.23M Buy
+16,270
New +$1.23M 0.18% 28