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Kabarec Financial Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$9.2M Sell
84,130
-12,949
-13% -$1.42M 7.03% 4
2018
Q1
$9.83M Sell
97,079
-4,279
-4% -$433K 6.23% 5
2017
Q4
$10M Buy
+101,358
New +$10M 6.13% 5