Wisconsin Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $512K | Buy |
7,090
+2,515
| +55% | +$182K | 0.18% | 92 |
|
|
2014
Q3 | $305K | Hold |
4,575
| – | – | 0.11% | 102 |
|
|
2014
Q2 | $305K | Sell |
4,575
-100
| -2% | -$6.67K | 0.11% | 102 |
|
|
2014
Q1 | $303K | Sell |
4,675
-25
| -0.5% | -$1.62K | 0.12% | 97 |
|
|
2013
Q4 | $314K | Sell |
4,700
-545
| -10% | -$36.4K | 0.12% | 88 |
|
|
2013
Q3 | $318K | Sell |
5,245
-2,900
| -36% | -$176K | 0.14% | 85 |
|
|
2013
Q2 | $459K | Buy |
+8,145
| New | +$459K | 0.19% | 71 |
|