Dynasty Wealth Management’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
Q4
Sell
-2,184
Closed -$256K 112
2018
Q3
$256K Buy
2,184
+90
+4% +$10.5K 0.33% 90
2018
Q2
$229K Buy
2,094
+37
+2% +$4.05K 0.47% 57
2018
Q1
$208K Sell
2,057
-746
-27% -$75.4K 0.09% 61
2017
Q4
$277K Buy
+2,803
New +$277K 0.48% 71