Investment Partners’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
2021
Q1
Sell
-1,863
Closed -$299K 162
2020
Q4
$299K Buy
1,863
+56
+3% +$8.99K 0.16% 114
2020
Q3
$266K Buy
1,807
+187
+12% +$27.5K 0.16% 108
2020
Q2
$207K Buy
+1,620
New +$207K 0.12% 128