AMJ Financial Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,956
| Closed | -$604K | – | 109 |
|
2021
Q4 | $604K | Buy |
+2,956
| New | +$604K | 0.22% | 58 |
|
2020
Q3 | – | Sell |
-1,901
| Closed | -$243K | – | 75 |
|
2020
Q2 | $243K | Buy |
+1,901
| New | +$243K | 0.17% | 57 |
|
2020
Q1 | – | Sell |
-4,379
| Closed | -$549K | – | 69 |
|
2019
Q4 | $549K | Buy |
+4,379
| New | +$549K | 0.39% | 46 |
|