LWM
LBA Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $198K | Sell |
2,247
-437
| -16% | -$38.5K | 0.1% | 105 |
|
|
2016
Q4 | $218K | Buy |
2,684
+284
| +12% | +$23.1K | 0.12% | 99 |
|
|
2016
Q3 | $192K | Buy |
2,400
+250
| +12% | +$20K | 0.11% | 113 |
|
|
2016
Q2 | $168K | Sell |
2,150
-100
| -4% | -$7.81K | 0.09% | 116 |
|
|
2016
Q1 | $178K | Sell |
2,250
-1,300
| -37% | -$103K | 0.1% | 113 |
|
|
2015
Q4 | $277K | Hold |
3,550
| – | – | 0.16% | 101 |
|
|
2015
Q3 | $264K | Buy |
3,550
+1,775
| +100% | +$132K | 0.17% | 94 |
|
|
2015
Q2 | $136K | Hold |
1,775
| – | – | 0.09% | 119 |
|
|
2015
Q1 | $134K | Buy |
1,775
+25
| +1% | +$1.89K | 0.08% | 116 |
|
|
2014
Q4 | $126K | Buy |
1,750
+775
| +79% | +$55.8K | 0.08% | 128 |
|
|
2014
Q3 | $65K | Buy |
975
+250
| +34% | +$16.7K | 0.05% | 161 |
|
|
2014
Q2 | $48K | Buy |
725
+25
| +4% | +$1.66K | 0.04% | 168 |
|
|
2014
Q1 | $45K | Hold |
700
| – | – | 0.04% | 168 |
|
|
2013
Q4 | $47K | Buy |
+700
| New | +$47K | 0.04% | 158 |
|