Capital Wealth Planning’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
Q2 | – | Sell |
-7,978
| Closed | -$782K | – | 231 |
|
|
2020
Q1 | $782K | Sell |
7,978
-1,425
| -15% | -$140K | 0.05% | 93 |
|
|
2019
Q4 | $1.18M | Sell |
9,403
-7,410
| -44% | -$929K | 0.07% | 79 |
|
|
2019
Q3 | $2.04M | Buy |
16,813
+13,420
| +396% | +$1.63M | 0.13% | 49 |
|
|
2019
Q2 | $404K | Buy |
+3,393
| New | +$404K | 0.03% | 145 |
|
|
2017
Q3 | – | Sell |
-24,466
| Closed | -$2.19M | – | 192 |
|
|
2017
Q2 | $2.19M | Buy |
+24,466
| New | +$2.19M | 0.35% | 35 |
|