Summit Financial Wealth Advisors’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
2015
Q4
Sell
-2,450
Closed -$181K 220
2015
Q3
$181K Hold
2,450
0.12% 81
2015
Q2
$187K Hold
2,450
0.12% 87
2015
Q1
$185K Buy
2,450
+50
+2% +$3.78K 0.13% 73
2014
Q4
$173K Buy
+2,400
New +$173K 0.12% 74