Capstone Triton Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,102
| Closed | -$226K | – | 123 |
|
|
2021
Q4 | $226K | Hold |
1,102
| – | – | 0.46% | 74 |
|
|
2021
Q3 | $218K | Buy |
+1,102
| New | +$218K | 0.13% | 112 |
|
|
2021
Q2 | – | Sell |
-1,211
| Closed | -$204K | – | 126 |
|
|
2021
Q1 | $204K | Buy |
1,211
+4
| +0.3% | +$674 | 0.13% | 113 |
|
|
2020
Q4 | $194K | Buy |
+1,207
| New | +$194K | 0.12% | 114 |
|