Clearstead Trust’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-109
Closed -$11K 197
2017
Q4
$11K Hold
109
0.01% 178
2017
Q3
$10K Hold
109
0.01% 195
2017
Q2
$10K Buy
+109
New +$10K 0.01% 211