CPA
Clear Perspective Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,319
| Closed | -$297K | – | 175 |
|
|
2021
Q2 | $297K | Hold |
2,319
| – | – | 0.1% | 126 |
|
|
2021
Q1 | $276K | Buy |
+2,319
| New | +$276K | 0.11% | 129 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 522 |
|
|
2017
Q4 | – | Sell |
-14
| Closed | -$1K | – | 455 |
|
|
2017
Q3 | $1K | Sell |
14
-86
| -86% | -$6.14K | ﹤0.01% | 462 |
|
|
2017
Q2 | $9K | Sell |
100
-150
| -60% | -$13.5K | 0.01% | 349 |
|
|
2017
Q1 | $22K | Hold |
250
| – | – | 0.01% | 269 |
|
|
2016
Q4 | $20K | Buy |
+250
| New | +$20K | 0.01% | 268 |
|