Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $92K | Hold |
1,223
| – | – | ﹤0.01% | 483 |
|
|
2014
Q4 | $88K | Hold |
1,223
| – | – | ﹤0.01% | 489 |
|
|
2014
Q3 | $82K | Buy |
1,223
+155
| +15% | +$10.4K | ﹤0.01% | 500 |
|
|
2014
Q2 | $71K | Sell |
1,068
-330
| -24% | -$21.9K | ﹤0.01% | 518 |
|
|
2014
Q1 | $90K | Hold |
1,398
| – | – | ﹤0.01% | 505 |
|
|
2013
Q4 | $93K | Hold |
1,398
| – | – | ﹤0.01% | 499 |
|
|
2013
Q3 | $85K | Buy |
1,398
+698
| +100% | +$42.4K | ﹤0.01% | 496 |
|
|
2013
Q2 | $39K | Buy |
+700
| New | +$39K | ﹤0.01% | 578 |
|