Baystate Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $32.5K | Hold |
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|
2023
Q3 | $29.2K | Hold |
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|
2023
Q2 | $30.8K | Buy |
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|
2023
Q1 | $23.1K | Hold |
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|
2022
Q4 | $20K | Buy |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $24K | Sell |
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|
2020
Q3 | $66K | Buy |
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|
2020
Q2 | $57K | Buy |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $19K | Buy |
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