Cetera Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,455
| Closed | -$304K | – | 103 |
|
|
2017
Q1 | $304K | Sell |
3,455
-4,265
| -55% | -$375K | 0.35% | 94 |
|
|
2016
Q4 | $628K | Buy |
+7,720
| New | +$628K | 0.47% | 80 |
|
|
2016
Q2 | – | Sell |
-11,536
| Closed | -$914K | – | 128 |
|
|
2016
Q1 | $914K | Sell |
11,536
-3,107
| -21% | -$246K | 0.47% | 80 |
|
|
2015
Q4 | $1.15M | Buy |
+14,643
| New | +$1.15M | 0.46% | 84 |
|