Willingdon Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$26K Sell
2019
Q4
$40K Sell
2019
Q3
$45K Hold
2019
Q2
$44K Hold
2019
Q1
$42K Hold
2018
Q4
$37K Hold
2018
Q3
$43K Hold
2018
Q2
$40K Buy