Ullmann Wealth Partners Group’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
2017
Q3
Sell
-3,776
Closed -$93K 144
2017
Q2
$93K Hold
3,776
0.07% 74
2017
Q1
$89K Buy
+3,776
New +$89K 0.07% 69