LBA Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $198K | Sell |
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|
2016
Q4 | $218K | Buy |
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|
2016
Q3 | $192K | Buy |
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|
2016
Q2 | $168K | Sell |
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|
2016
Q1 | $178K | Sell |
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|
2015
Q4 | $277K | Hold |
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|
2015
Q3 | $264K | Buy |
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|
2015
Q2 | $136K | Hold |
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|
2015
Q1 | $134K | Buy |
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|
2014
Q4 | $126K | Buy |
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|
2014
Q3 | $65K | Buy |
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|
2014
Q2 | $48K | Buy |
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|
2014
Q1 | $45K | Hold |
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|
2013
Q4 | $47K | Buy |
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