Convergent Wealth Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-1,006	Closed	-$276K	–	36
2013 Q4	$276K	Hold	1,006	–	–	0.05%	34
2013 Q3	$265K	Buy	+1,006	New	+$265K	0.05%	31