Baron Silver Stevens Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,320
| Closed | -$212K | – | 119 |
|
|
2023
Q3 | $212K | Buy |
1,320
+79
| +6% | +$12.7K | 0.05% | 103 |
|
|
2023
Q2 | $211K | Buy |
+1,241
| New | +$211K | 0.05% | 105 |
|
|
2022
Q2 | – | Sell |
-1,391
| Closed | -$257K | – | 111 |
|
|
2022
Q1 | $257K | Buy |
+1,391
| New | +$257K | 0.06% | 82 |
|
|
2021
Q1 | – | Sell |
-491
| Closed | -$78K | – | 500 |
|
|
2020
Q4 | $78K | Buy |
+491
| New | +$78K | 0.03% | 110 |
|