TrueWealth LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$58K Hold
2020
Q1
$45K Hold
2019
Q4
$57K Hold
2019
Q3
$55K Hold
2019
Q2
$54K Sell
2019
Q1
$112K Buy
2018
Q4
$25K Hold
2018
Q3
$30K Hold
2018
Q2
$28K Hold
2018
Q1
$26K Buy