Gupta Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$78K Sell
990
-2,351
-70% -$185K 0.02% 370
2015
Q4
$261K Sell
3,341
-34
-1% -$2.66K 0.07% 206
2015
Q3
$251K Buy
3,375
+953
+39% +$70.9K 0.06% 218
2015
Q2
$185K Buy
+2,422
New +$185K 0.05% 267