Altium Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $385K | Buy |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $369K | Hold |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $1.66M | Buy |
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|
2018
Q3 | $403K | Hold |
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|
2018
Q2 | $375K | Buy |
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