AWMS
Advocacy Wealth Management 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
Q4 | – | Sell |
-126
| Closed | -$18K | – | 145 |
|
|
2022
Q3 | $18K | Sell |
126
-48
| -28% | -$6.86K | ﹤0.01% | 89 |
|
|
2022
Q2 | $24K | Hold |
174
| – | – | ﹤0.01% | 78 |
|
|
2022
Q1 | $32K | Sell |
174
-4
| -2% | -$736 | 0.01% | 68 |
|
|
2021
Q4 | $36K | Buy |
178
+4
| +2% | +$809 | 0.01% | 67 |
|
|
2021
Q3 | $31K | Hold |
174
| – | – | 0.01% | 69 |
|
|
2021
Q2 | $31K | Hold |
174
| – | – | 0.01% | 89 |
|
|
2021
Q1 | $29K | Hold |
174
| – | – | 0.01% | 78 |
|
|
2020
Q4 | $28K | Hold |
174
| – | – | ﹤0.01% | 74 |
|
|
2020
Q3 | $26K | Hold |
174
| – | – | ﹤0.01% | 72 |
|
|
2020
Q2 | $22K | Hold |
174
| – | – | ﹤0.01% | 82 |
|
|
2020
Q1 | $16K | Hold |
174
| – | – | ﹤0.01% | 85 |
|
|
2019
Q4 | $22K | Sell |
174
-5
| -3% | -$632 | 0.01% | 95 |
|
|
2019
Q3 | $22K | Buy |
179
+84
| +88% | +$10.3K | 0.01% | 90 |
|
|
2019
Q2 | $11K | Hold |
95
| – | – | 0.01% | 128 |
|
|
2019
Q1 | $11K | Hold |
95
| – | – | 0.01% | 104 |
|
|
2018
Q4 | $9K | Hold |
95
| – | – | 0.01% | 123 |
|
|
2018
Q3 | $11K | Hold |
95
| – | – | 0.01% | 127 |
|
|
2018
Q2 | $10K | Hold |
95
| – | – | 0.01% | 132 |
|
|
2018
Q1 | $10K | Hold |
95
| – | – | 0.01% | 143 |
|
|
2017
Q4 | $9K | Hold |
95
| – | – | 0.01% | 170 |
|
|
2017
Q3 | $9K | Buy |
+95
| New | +$9K | ﹤0.01% | 208 |
|
|
2017
Q2 | – | Sell |
-95
| Closed | -$8K | – | 305 |
|
|
2017
Q1 | $8K | Buy |
95
+81
| +579% | +$6.82K | ﹤0.01% | 233 |
|
|
2016
Q4 | $1K | Sell |
14
-24
| -63% | -$1.71K | ﹤0.01% | 304 |
|
|
2016
Q3 | $3K | Sell |
38
-20
| -34% | -$1.58K | ﹤0.01% | 348 |
|
|
2016
Q2 | $5K | Buy |
+58
| New | +$5K | ﹤0.01% | 352 |
|
|
2013
Q3 | – | Sell |
-14
| Closed | -$1K | – | 316 |
|
|
2013
Q2 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 248 |
|