Accel Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-81
| Closed | -$12.1K | – | 899 |
|
2023
Q1 | $12.1K | Hold |
81
| – | – | 0.01% | 839 |
|
2022
Q4 | $10.5K | Hold |
81
| – | – | 0.01% | 696 |
|
2022
Q3 | $12K | Hold |
81
| – | – | 0.01% | 707 |
|
2022
Q2 | $12K | Hold |
81
| – | – | 0.01% | 678 |
|
2022
Q1 | $15K | Hold |
81
| – | – | 0.01% | 628 |
|
2021
Q4 | $17K | Hold |
81
| – | – | 0.01% | 604 |
|
2021
Q3 | $15K | Hold |
81
| – | – | 0.01% | 565 |
|
2021
Q2 | $14K | Buy |
+81
| New | +$14K | 0.01% | 635 |
|