BKS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.85M | Sell |
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|
2018
Q4 | $4.25M | Sell |
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|
2018
Q3 | $5.77M | Sell |
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|
2018
Q2 | $5.43M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6.36M | Buy |
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|
2017
Q2 | $6.16M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $264K | Hold |
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|
2016
Q1 | $267K | Hold |
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|
2015
Q4 | $264K | Hold |
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|
2015
Q3 | $251K | Sell |
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|
2015
Q2 | $322K | Buy |
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