TrueWealth LLC’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
2020
Q2
$34K Hold
2020
Q1
$30K Hold
2019
Q4
$45K Hold
2019
Q3
$41K Hold
2019
Q2
$40K Sell
2019
Q1
$83K Buy
2018
Q4
$56K Hold
2018
Q3
$65K Hold
2018
Q2
$63K Sell
2018
Q1
$69K Sell
2017
Q4
$75K Buy