CWM
Cedar Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-333
| Closed | -$53.6K | – | 302 |
|
|
2023
Q3 | $53.6K | Hold |
333
| – | – | 0.02% | 153 |
|
|
2023
Q2 | $56.5K | Hold |
333
| – | – | 0.02% | 151 |
|
|
2023
Q1 | $49.8K | Hold |
333
| – | – | 0.02% | 155 |
|
|
2022
Q4 | $43K | Hold |
333
| – | – | 0.02% | 153 |
|
|
2022
Q3 | $47K | Hold |
333
| – | – | 0.02% | 166 |
|
|
2022
Q2 | $46K | Sell |
333
-144
| -30% | -$19.9K | 0.02% | 173 |
|
|
2022
Q1 | $88K | Hold |
477
| – | – | 0.04% | 145 |
|
|
2021
Q4 | $98K | Buy |
477
+333
| +231% | +$68.4K | 0.04% | 147 |
|
|
2021
Q3 | $26K | Hold |
144
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $26K | Buy |
+144
| New | +$26K | 0.01% | 196 |
|