Camarda Financial Advisors’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 |
-69,682
| Closed | -$12.8M | – | 93 |
|
|
2024
Q1 | $12.8M | Sell |
69,682
-1,234
| -2% | -$227K | 5.18% | 4 |
|
|
2023
Q4 | $12.7M | Buy |
+70,916
| New | +$12.7M | 5.46% | 3 |
|
|
2023
Q3 | – | Sell |
-68,988
| Closed | -$11.7M | – | 86 |
|
|
2023
Q2 | $11.7M | Buy |
+68,988
| New | +$11.7M | 5.85% | 2 |
|
|
2022
Q1 | – | Sell |
-33,930
| Closed | -$6.94M | – | 149 |
|
|
2021
Q4 | $6.94M | Buy |
+33,930
| New | +$6.94M | 3.93% | 8 |
|
|
2021
Q3 | – | Sell |
-1,895
| Closed | -$338K | – | 117 |
|
|
2021
Q2 | $338K | Sell |
1,895
-28,917
| -94% | -$5.16M | 0.21% | 71 |
|
|
2021
Q1 | $5.18M | Buy |
30,812
+414
| +1% | +$69.6K | 3.71% | 9 |
|
|
2020
Q4 | $4.89M | Buy |
+30,398
| New | +$4.89M | 4.12% | 10 |
|