Patriot Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-163,886
Closed -$8.3M 89
2018
Q1
$8.3M Sell
163,886
-106,330
-39% -$5.54M 1.18% 25
2017
Q4
$13.3M Buy
270,216
+3,134
+1% +$147K 1.89% 10
2017
Q3
$12M Buy
267,082
+72,580
+37% +$3.26M 1.95% 10
2017
Q2
$8.72M Buy
194,502
+6,684
+4% +$299K 1.46% 18
2017
Q1
$8.26M Buy
187,818
+7,812
+4% +$335K 1.32% 20
2016
Q4
$7.33M Sell
180,006
-300
-0.2% -$12.1K 1.39% 25
2016
Q3
$7.22M Sell
180,306
-5,536
-3% -$223K 1.39% 23
2016
Q2
$7.25M Buy
185,842
+3,826
+2% +$151K 1.43% 23
2016
Q1
$7.2M Sell
182,016
-81,976
-31% -$3.05M 1.45% 20
2015
Q4
$10.3M Buy
263,992
+722
+0.3% +$28.6K 2.14% 11
2015
Q3
$9.78M Buy
263,270
+7,768
+3% +$298K 2.26% 10
2015
Q2
$9.77M Buy
255,502
+2,782
+1% +$106K 2.18% 10
2015
Q1
$9.52M Buy
252,720
+9,028
+4% +$332K 2.12% 12
2014
Q4
$8.79M Buy
243,692
+4,716
+2% +$162K 2.06% 12
2014
Q3
$7.97M Buy
238,976
+6,372
+3% +$215K 1.97% 11
2014
Q2
$7.76M Buy
232,604
+1,132
+0.5% +$36.7K 1.96% 13
2014
Q1
$7.49M Sell
231,472
-8,930
-4% -$291K 2% 13
2013
Q4
$8.03M Buy
+240,402
New +$7.65M 2.22% 9

Other funds holding XLY