Blue Chip 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $266K | Buy |
1,813
+2
| +0.1% | +$293 | 0.21% | 88 |
|
|
2020
Q2 | $231K | Buy |
+1,811
| New | +$231K | 0.22% | 87 |
|
|
2020
Q1 | – | Sell |
-1,806
| Closed | -$227K | – | 109 |
|
|
2019
Q4 | $227K | Buy |
1,806
+2
| +0.1% | +$251 | 0.21% | 95 |
|
|
2019
Q3 | $218K | Buy |
1,804
+3
| +0.2% | +$363 | 0.23% | 95 |
|
|
2019
Q2 | $215K | Buy |
1,801
+2
| +0.1% | +$239 | 0.23% | 94 |
|
|
2019
Q1 | $205K | Buy |
+1,799
| New | +$205K | 0.23% | 89 |
|
|
2018
Q4 | – | Sell |
-1,793
| Closed | -$210K | – | 99 |
|
|
2018
Q3 | $210K | Buy |
+1,793
| New | +$210K | 0.21% | 96 |
|