Ascent Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.79M | Sell |
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2022
Q1 | $5.19M | Sell |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.64M | Sell |
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|
2021
Q2 | $9.72M | Sell |
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|
2021
Q1 | $9.39M | Buy |
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|
2020
Q4 | $8.9M | Buy |
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|
2020
Q3 | $4.24M | Buy |
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|
2020
Q2 | $3.64M | Buy |
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|
2020
Q1 | $2.75M | Buy |
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|
2019
Q4 | $3.49M | Buy |
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|
2019
Q3 | $3.33M | Sell |
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|
2019
Q2 | $3.3M | Buy |
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|
2019
Q1 | $3.07M | Buy |
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|
2018
Q4 | $2.12M | Sell |
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|
2018
Q3 | $3.57M | Buy |
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