Kays Financial Advisory’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
Q1 | – | Sell |
-12,000
| Closed | -$866K | – | 66 |
|
|
2014
Q4 | $866K | Buy |
12,000
+687
| +6% | +$49.6K | 0.59% | 17 |
|
|
2014
Q3 | $754K | Buy |
11,313
+312
| +3% | +$20.8K | 0.55% | 18 |
|
|
2014
Q2 | $734K | Buy |
11,001
+227
| +2% | +$15.1K | 0.53% | 18 |
|
|
2014
Q1 | $697K | Sell |
10,774
-258
| -2% | -$16.7K | 0.5% | 17 |
|
|
2013
Q4 | $737K | Buy |
+11,032
| New | +$737K | 0.56% | 18 |
|