TIAM2
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Tru Independence Asset Management 2’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-5,508
Closed -$926K 125
2021
Q1
$926K Sell
5,508
-7,760
-58% -$1.3M 0.73% 33
2020
Q4
$2.13M Buy
+13,268
New +$2.13M 1.8% 18