Atlas Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-58
| Closed | -$10K | – | 398 |
|
|
2021
Q1 | $10K | Hold |
58
| – | – | 0.01% | 315 |
|
|
2020
Q4 | $9K | Hold |
58
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $9K | Hold |
58
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $7K | Hold |
58
| – | – | 0.01% | 367 |
|
|
2020
Q1 | $6K | Hold |
58
| – | – | 0.01% | 361 |
|
|
2019
Q4 | $7K | Buy |
+58
| New | +$7K | 0.01% | 378 |
|