BerganKDV Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $170K | Sell |
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|
2023
Q1 | $154K | Buy |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $137K | Hold |
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|
2022
Q1 | $185K | Hold |
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|
2021
Q4 | $204K | Hold |
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|
2021
Q3 | $179K | Sell |
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|
2021
Q2 | $189K | Buy |
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|
2021
Q1 | $168K | Hold |
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|
2020
Q4 | $161K | Hold |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $128K | Sell |
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|
2020
Q1 | $121K | Hold |
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|
2019
Q4 | $155K | Hold |
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|
2019
Q3 | $149K | Hold |
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|
2019
Q2 | $147K | Hold |
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|
2019
Q1 | $140K | Hold |
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|
2018
Q4 | $122K | Buy |
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|
2018
Q3 | $117K | Hold |
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|
2018
Q2 | $109K | Buy |
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