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Stack Financial Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Stack Financial 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
2020
Q3 		– Sell
2020
Q2 		$301K Buy
2020
Q1 		– Sell
2019
Q4 		$270K Sell
2019
Q3 		$269K Buy
2017
Q1 		– Sell
2016
Q4 		$396K Buy