CDH
Charles D. Hyman’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $524K | Hold |
2,875
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $529K | Hold |
2,875
| – | – | 0.03% | 165 |
|
|
2023
Q4 | $514K | Hold |
2,875
| – | – | 0.03% | 165 |
|
|
2023
Q3 | $463K | Hold |
2,875
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $488K | Hold |
2,875
| – | – | 0.03% | 163 |
|
|
2023
Q1 | $430K | Sell |
2,875
-61
| -2% | -$9.12K | 0.03% | 176 |
|
|
2022
Q4 | $379K | Sell |
2,936
-20
| -0.7% | -$2.58K | 0.03% | 175 |
|
|
2022
Q3 | $421K | Buy |
2,956
+738
| +33% | +$105K | 0.03% | 159 |
|
|
2022
Q2 | $305K | Hold |
2,218
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $410K | Hold |
2,218
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $453K | Hold |
2,218
| – | – | 0.03% | 171 |
|
|
2021
Q3 | $398K | Hold |
2,218
| – | – | 0.03% | 173 |
|
|
2021
Q2 | $396K | Hold |
2,218
| – | – | 0.03% | 176 |
|
|
2021
Q1 | $373K | Hold |
2,218
| – | – | 0.03% | 177 |
|
|
2020
Q4 | $357K | Hold |
2,218
| – | – | 0.03% | 176 |
|
|
2020
Q3 | $326K | Hold |
2,218
| – | – | 0.03% | 174 |
|
|
2020
Q2 | $283K | Hold |
2,218
| – | – | 0.03% | 182 |
|
|
2020
Q1 | $218K | Sell |
2,218
-391
| -15% | -$38.4K | 0.03% | 173 |
|
|
2019
Q4 | $327K | Buy |
+2,609
| New | +$327K | 0.03% | 161 |
|