Lake Point 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
2020
Q1
$4K Hold
43
﹤0.01% 204
2019
Q4
$5K Buy
+43
New +$5K ﹤0.01% 380
2019
Q2
$5K Hold
43
﹤0.01% 432
2019
Q1
$5K Sell
43
-6,155
-99% -$716K ﹤0.01% 432
2018
Q4
$614K Buy
+6,198
New +$614K 0.23% 77