BigSur Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,785
| Closed | -$512K | – | 159 |
|
|
2024
Q1 | $512K | Buy |
+2,785
| New | +$512K | 0.16% | 108 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$34K | – | 140 |
|
|
2022
Q2 | $34K | Hold |
250
| – | – | 0.02% | 134 |
|
|
2022
Q1 | $46K | Buy |
+250
| New | +$46K | 0.02% | 138 |
|
|
2017
Q4 | – | Sell |
-2,640
| Closed | -$238K | – | 100 |
|
|
2017
Q3 | $238K | Hold |
2,640
| – | – | 0.24% | 83 |
|
|
2017
Q2 | $241K | Hold |
2,640
| – | – | 0.24% | 79 |
|
|
2017
Q1 | $240K | Buy |
+2,640
| New | +$240K | 0.26% | 75 |
|