Acima Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,110
| Closed | -$265K | – | 299 |
|
|
2019
Q4 | $265K | Buy |
2,110
+113
| +6% | +$14.2K | 0.18% | 116 |
|
|
2019
Q3 | $241K | Hold |
1,997
| – | – | 0.18% | 114 |
|
|
2019
Q2 | $238K | Hold |
1,997
| – | – | 0.19% | 110 |
|
|
2019
Q1 | $227K | Hold |
1,997
| – | – | 0.19% | 112 |
|
|
2018
Q4 | $198K | Buy |
+1,997
| New | +$198K | 0.19% | 115 |
|