WFWM
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Wechter Feldman Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-98,141
Closed -$11.5M 37
2018
Q3
$11.5M Buy
98,141
+574
+0.6% +$67.3K 7.03% 4
2018
Q2
$10.7M Buy
97,567
+3,016
+3% +$330K 7.34% 6
2018
Q1
$9.58M Buy
+94,551
New +$9.58M 6.77% 7