Jackson 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
2015
Q4
Sell
-5,502
Closed -$409K 123
2015
Q3
$409K Buy
5,502
+730
+15% +$54.3K 0.15% 85
2015
Q2
$363K Buy
4,772
+76
+2% +$5.78K 0.12% 92
2015
Q1
$354K Buy
+4,696
New +$354K 0.11% 92