Integrated Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$210K Sell
2016
Q4
$209K Buy
2016
Q3
$153K Buy
2016
Q2
$146K Sell
2016
Q1
$159K Sell
2015
Q4
$189K Buy
2015
Q3
$173K Sell
2015
Q2
$250K Buy
2015
Q1
$178K Buy