SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

BSW Wealth Partners's Holding History (CIK: 0001512601)

Note: Option positions (PUT/CALL) are excluded.

Q1 2020
Shares 9,938 Value ($000) $289 Avg Close — Range —
Q3 2014
Shares 82,820 Value ($000) $7,505 Avg Close — Range —
Q2 2014
Shares 87,352 Value ($000) $8,744 Avg Close — Range —
Q1 2014
Shares 88,717 Value ($000) $7,901 Avg Close — Range —
Q4 2013
Shares 90,793 Value ($000) $8,036 Avg Close — Range —
Q3 2013
Shares 97,655 Value ($000) $8,096 Avg Close — Range —
Q2 2013
Shares 92,974 Value ($000) $7,280 Avg Close — Range —