Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $103K | Hold |
576
| – | – | 0.02% | 434 |
|
|
2021
Q2 | $102K | Hold |
576
| – | – | 0.02% | 378 |
|
|
2021
Q1 | $96K | Hold |
576
| – | – | 0.02% | 318 |
|
|
2020
Q4 | $92K | Hold |
576
| – | – | 0.02% | 263 |
|
|
2020
Q3 | $84K | Hold |
576
| – | – | 0.02% | 251 |
|
|
2020
Q2 | $73K | Hold |
576
| – | – | 0.02% | 270 |
|
|
2020
Q1 | $56K | Hold |
576
| – | – | 0.02% | 277 |
|
|
2019
Q4 | $72K | Sell |
576
-207
| -26% | -$25.9K | 0.02% | 264 |
|
|
2019
Q3 | $94K | Hold |
783
| – | – | 0.03% | 217 |
|
|
2019
Q2 | $93K | Hold |
783
| – | – | 0.03% | 214 |
|
|
2019
Q1 | $89K | Sell |
783
-521
| -40% | -$59.2K | 0.03% | 207 |
|
|
2018
Q4 | $128K | Buy |
+1,304
| New | +$128K | 0.05% | 147 |
|