Annapolis Financial 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 |
-20
| Closed | -$3.58K | – | 475 |
|
|
2023
Q4 | $3.58K | Hold |
20
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $3.22K | Sell |
20
-70
| -78% | -$11.3K | ﹤0.01% | 414 |
|
|
2023
Q2 | $15.3K | Buy |
90
+70
| +350% | +$11.9K | ﹤0.01% | 299 |
|
|
2023
Q1 | $2.99K | Hold |
20
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $2.58K | Hold |
20
| – | – | ﹤0.01% | 384 |
|
|
2022
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 448 |
|
|
2022
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 379 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 377 |
|
|
2021
Q4 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 380 |
|