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Smith & Howard Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Smith & Howard Wealth Management’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
2016
Q1 		$360K Buy
2015
Q4 		$238K Buy
2015
Q3 		$225K Sell
2015
Q2 		$323K Buy
2014
Q1 		– Sell
2013
Q4 		$27K Hold
2013
Q3 		$25K Buy
2013
Q2 		$21K Buy