Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $386K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $498K | Sell |
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|
2021
Q4 | $644K | Sell |
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|
2021
Q3 | $692K | Buy |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $568K | Sell |
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|
2020
Q4 | $610K | Sell |
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|
2020
Q3 | $639K | Sell |
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|
2020
Q2 | $679K | Sell |
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|
2020
Q1 | $588K | Buy |
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|
2019
Q4 | $622K | Sell |
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|
2019
Q3 | $634K | Sell |
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|
2019
Q2 | $804K | Buy |
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|
2019
Q1 | $671K | Buy |
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|
2018
Q4 | $570K | Buy |
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|
2018
Q3 | $660K | Hold |
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|
2018
Q2 | $615K | Hold |
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|
2018
Q1 | $570K | Sell |
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|
2017
Q4 | $728K | Sell |
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|
2017
Q3 | $762K | Sell |
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|
2017
Q2 | $1.63M | Sell |
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|
2017
Q1 | $1.8M | Buy |
|