Marks Wealth’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
2021
Q3
Sell
-28,820
Closed -$5.15M 47
2021
Q2
$5.15M Sell
28,820
-55,970
-66% -$9.99M 1.74% 17
2021
Q1
$14.3M Sell
84,790
-123,781
-59% -$20.8M 4.68% 10
2020
Q4
$33.5M Buy
+208,571
New +$33.5M 11.63% 2