TrueWealth LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$33K Buy
2020
Q1
$25K Buy
2019
Q4
$50K Hold
2019
Q3
$49K Sell
2019
Q2
$79K Sell
2019
Q1
$104K Buy
2018
Q4
$70K Buy
2018
Q3
$61K Buy
2018
Q2
$61K Buy
2018
Q1
$10K Buy