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Litman Gregory Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Litman Gregory Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-30
Closed -$4K – 160
2018
Q3 		$4K Hold
30
– – ﹤0.01% 106
2018
Q2 		$3K Hold
30
– – ﹤0.01% 90
2018
Q1 		$3K Buy
+30
New +$3K ﹤0.01% 160