Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $102K | Hold |
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|
2021
Q1 | $96K | Hold |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $73K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $72K | Sell |
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|
2019
Q3 | $94K | Hold |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $89K | Sell |
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|
2018
Q4 | $128K | Buy |
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