Holistic Financial Partners’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
2018
Q2
Sell
-827
Closed -$61K 380
2018
Q1
$61K Hold
827
0.05% 169
2017
Q4
$63K Buy
+827
New +$63K 0.05% 166