CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,150
Closed -$388K – 69
2015
Q1 		$388K Buy
5,150
+100
+2% +$7.53K 0.39% 51
2014
Q4 		$364K Buy
+5,050
New +$364K 0.32% 50