Analyst IMS Investment Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,779
| Closed | -$1.03M | – | 114 |
|
|
2023
Q4 | $1.03M | Buy |
5,779
+1,847
| +47% | +$330K | 0.05% | 63 |
|
|
2023
Q3 | $630K | Buy |
3,932
+2,158
| +122% | +$346K | 0.04% | 71 |
|
|
2023
Q2 | $297K | Buy |
1,774
+298
| +20% | +$49.9K | 0.02% | 83 |
|
|
2023
Q1 | $215K | Buy |
+1,476
| New | +$215K | 0.02% | 90 |
|
|
2022
Q4 | – | Sell |
-1,531
| Closed | -$222K | – | 104 |
|
|
2022
Q3 | $222K | Sell |
1,531
-290
| -16% | -$42.1K | 0.02% | 94 |
|
|
2022
Q2 | $250K | Buy |
+1,821
| New | +$250K | 0.02% | 95 |
|
|
2015
Q3 | – | Sell |
-3,227
| Closed | -$247K | – | 101 |
|
|
2015
Q2 | $247K | Sell |
3,227
-1,255
| -28% | -$96.1K | 0.1% | 90 |
|
|
2015
Q1 | $338K | Buy |
4,482
+1,042
| +30% | +$78.6K | 0.13% | 89 |
|
|
2014
Q4 | $249K | Buy |
+3,440
| New | +$249K | 0.1% | 92 |
|