TWMH

Tiedemann Wealth Management Holdings’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-12,900	Closed	-$902K	–	10
2017 Q1	$902K	Hold	12,900	–	–	3.64%	8
2016 Q4	$971K	Buy	12,900 +5,160	+67%	+$388K	2.16%	11
2016 Q3	$547K	Buy	+7,740	New	+$547K	1.36%	9