Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-237
| Closed | -$32.6K | – | 208 |
|
|
2022
Q2 | $32.6K | Sell |
237
-83
| -26% | -$11.4K | 0.02% | 101 |
|
|
2022
Q1 | $59.2K | Buy |
320
+83
| +35% | +$15.4K | 0.03% | 81 |
|
|
2021
Q4 | $48.5K | Hold |
237
| – | – | 0.03% | 91 |
|
|
2021
Q3 | $42.5K | Hold |
237
| – | – | 0.03% | 100 |
|
|
2021
Q2 | $42.3K | Buy |
237
+5
| +2% | +$893 | 0.03% | 102 |
|
|
2021
Q1 | $39K | Sell |
232
-200
| -46% | -$33.6K | 0.03% | 106 |
|
|
2020
Q4 | $69.5K | Hold |
432
| – | – | 0.06% | 74 |
|
|
2020
Q3 | $63.5K | Buy |
+432
| New | +$63.5K | 0.06% | 77 |
|