Holistic Financial Partners’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-56	Closed	-$6K	–	324
2018 Q1	$6K	Buy	56 +18	+47%	+$1.93K	0.01%	361
2017 Q4	$4K	Buy	+38	New	+$4K	﹤0.01%	401