Apriem Advisors’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
2018
Q3
Sell
-400
Closed -$22K 395
2018
Q2
$22K Buy
+400
New +$21.1K ﹤0.01% 344
2017
Q2
Sell
-868
Closed -$38K 561
2017
Q1
$38K Hold
868
0.01% 266
2016
Q4
$35K Buy
868
+368
+74% +$14.9K 0.01% 275
2016
Q3
$20K Buy
+500
New +$20.1K 0.01% 333
2014
Q4
Sell
-2,500
Closed -$83K 558
2014
Q3
$83K Buy
+2,500
New +$84.5K 0.03% 157
2014
Q2
Sell
-2,800
Closed -$90.8K 518
2014
Q1
$91K Hold
2,800
0.03% 164
2013
Q4
$94K Hold
2,800
0.04% 151
2013
Q3
$85K Sell
2,800
-270
-9% -$8.01K 0.04% 156
2013
Q2
$87K Buy
+3,070
New +$85K 0.04% 152

Other funds holding XLY