Lucia Wealth Services’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
Q3
$151K Buy
+1,030
New +$151K 0.04% 137
2020
Q1
Sell
-860
Closed -$108K 213
2019
Q4
$108K Hold
860
0.03% 133
2019
Q3
$104K Buy
+860
New +$104K 0.03% 116