Appleton Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $360K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $469K | Sell |
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|
2019
Q3 | $581K | Buy |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $592K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $812K | Buy |
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|
2018
Q2 | $747K | Buy |
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|
2018
Q1 | $690K | Buy |
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|
2017
Q4 | $643K | Sell |
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|
2017
Q3 | $600K | Buy |
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|
2017
Q2 | $564K | Buy |
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|
2017
Q1 | $453K | Buy |
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|
2016
Q4 | $239K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $296K | Sell |
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|
2014
Q2 | $326K | Buy |
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|
2014
Q1 | $311K | Buy |
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|
2013
Q4 | $253K | Buy |
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