Aviance Capital Partners’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
Q3 | – | Sell |
-1,109
| Closed | -$202K | – | 341 |
|
|
2024
Q2 | $202K | Buy |
1,109
+1
| +0.1% | +$182 | 0.03% | 307 |
|
|
2024
Q1 | $204K | Buy |
+1,108
| New | +$204K | 0.03% | 301 |
|
|
2022
Q2 | – | Sell |
-1,773
| Closed | -$328K | – | 279 |
|
|
2022
Q1 | $328K | Buy |
1,773
+335
| +23% | +$62K | 0.06% | 209 |
|
|
2021
Q4 | $294K | Buy |
1,438
+173
| +14% | +$35.4K | 0.05% | 223 |
|
|
2021
Q3 | $227K | Buy |
1,265
+25
| +2% | +$4.49K | 0.04% | 236 |
|
|
2021
Q2 | $221K | Buy |
+1,240
| New | +$221K | 0.04% | 239 |
|