Cassady Schiller Wealth Management’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
Q4 | $8.3K | Hold |
37
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $7.41K | Hold |
37
| – | – | ﹤0.01% | 331 |
|
|
2024
Q2 | $6.75K | Hold |
37
| – | – | ﹤0.01% | 336 |
|
|
2024
Q1 | $6.8K | Buy |
+37
| New | +$6.8K | ﹤0.01% | 354 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$17K | – | 485 |
|
|
2023
Q2 | $17K | Hold |
100
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $15K | Hold |
100
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $12.9K | Buy |
+100
| New | +$12.9K | 0.01% | 299 |
|