TrueWealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,958
Closed -$329K 147
2021
Q2
$329K Buy
8,958
+2,888
+48% +$106K 0.19% 92
2021
Q1
$210K Buy
+6,070
New +$210K 0.14% 117