BDO Wealth 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
Q2 | $185K | Buy |
1,088
+18
| +2% | +$3.06K | 0.02% | 271 |
|
|
2023
Q1 | $160K | Hold |
1,070
| – | – | 0.02% | 270 |
|
|
2022
Q4 | $138K | Sell |
1,070
-9
| -0.8% | -$1.16K | 0.02% | 297 |
|
|
2022
Q3 | $154K | Hold |
1,079
| – | – | 0.02% | 277 |
|
|
2022
Q2 | $148K | Hold |
1,079
| – | – | 0.02% | 288 |
|
|
2022
Q1 | $200K | Buy |
1,079
+5
| +0.5% | +$927 | 0.02% | 269 |
|
|
2021
Q4 | $220K | Hold |
1,074
| – | – | 0.02% | 270 |
|
|
2021
Q3 | $193K | Sell |
1,074
-70
| -6% | -$12.6K | 0.02% | 285 |
|
|
2021
Q2 | $204K | Sell |
1,144
-72
| -6% | -$12.8K | 0.02% | 286 |
|
|
2021
Q1 | $204K | Buy |
1,216
+112
| +10% | +$18.8K | 0.02% | 287 |
|
|
2020
Q4 | $178K | Sell |
1,104
-136
| -11% | -$21.9K | 0.03% | 242 |
|
|
2020
Q3 | $182K | Buy |
1,240
+330
| +36% | +$48.4K | 0.03% | 226 |
|
|
2020
Q2 | $116K | Buy |
910
+20
| +2% | +$2.55K | 0.02% | 266 |
|
|
2020
Q1 | $87K | Sell |
890
-125
| -12% | -$12.2K | 0.02% | 282 |
|
|
2019
Q4 | $127K | Sell |
1,015
-470
| -32% | -$58.8K | 0.03% | 225 |
|
|
2019
Q3 | $179K | Sell |
1,485
-475
| -24% | -$57.3K | 0.05% | 204 |
|
|
2019
Q2 | $234K | Sell |
1,960
-477
| -20% | -$56.9K | 0.06% | 174 |
|
|
2019
Q1 | $277K | Hold |
2,437
| – | – | 0.08% | 144 |
|
|
2018
Q4 | $241K | Sell |
2,437
-251
| -9% | -$24.8K | 0.08% | 136 |
|
|
2018
Q3 | $315K | Sell |
2,688
-44
| -2% | -$5.16K | 0.1% | 118 |
|
|
2018
Q2 | $299K | Buy |
2,732
+53
| +2% | +$5.8K | 0.1% | 123 |
|
|
2018
Q1 | $271K | Buy |
2,679
+171
| +7% | +$17.3K | 0.1% | 110 |
|
|
2017
Q4 | $248K | Sell |
2,508
-303
| -11% | -$30K | 0.11% | 99 |
|
|
2017
Q3 | $253K | Buy |
2,811
+164
| +6% | +$14.8K | 0.13% | 92 |
|
|
2017
Q2 | $237K | Buy |
+2,647
| New | +$237K | 0.1% | 119 |
|