AFS
Access Financial Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,050
| Closed | -$2.23M | – | 119 |
|
|
2022
Q1 | $2.23M | Sell |
12,050
-3,310
| -22% | -$612K | 1.06% | 13 |
|
|
2021
Q4 | $3.14M | Sell |
15,360
-1,944
| -11% | -$397K | 1.41% | 9 |
|
|
2021
Q3 | $3.11M | Buy |
17,304
+913
| +6% | +$164K | 1.4% | 11 |
|
|
2021
Q2 | $2.93M | Buy |
+16,391
| New | +$2.93M | 1.36% | 10 |
|
|
2020
Q1 | – | Sell |
-9,791
| Closed | -$1.23M | – | 79 |
|
|
2019
Q4 | $1.23M | Buy |
9,791
+236
| +2% | +$29.6K | 0.71% | 45 |
|
|
2019
Q3 | $1.15M | Buy |
+9,555
| New | +$1.15M | 0.82% | 40 |
|