Hefty Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Hefty Wealth Partners’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell
2017 Q4	$2.95M	Buy
2017 Q3	–	Sell
2017 Q2	$2.67M	Buy
2017 Q1	$8K	Sell
2016 Q4	$3.4M	Buy
2016 Q3	$53K	Sell
2016 Q2	$2.23M	Buy