West Oak Capital’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
2018
Q4
Sell
-300
Closed -$35.2K 357
2018
Q3
$35.2K Sell
300
-150
-33% -$17.6K 0.02% 199
2018
Q2
$49.2K Sell
450
-650
-59% -$71K 0.03% 180
2018
Q1
$111K Buy
+1,100
New +$111K 0.07% 142