Clearview Wealth Advisors’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
Q2 | – | Sell |
-1,235
| Closed | -$227K | – | 122 |
|
|
2024
Q1 | $227K | Buy |
+1,235
| New | +$227K | 0.23% | 97 |
|
|
2023
Q4 | – | Sell |
-3,559
| Closed | -$573K | – | 137 |
|
|
2023
Q3 | $573K | Buy |
3,559
+3,494
| +5,375% | +$563K | 0.71% | 52 |
|
|
2023
Q2 | $11K | Sell |
65
-3,772
| -98% | -$641K | 0.01% | 349 |
|
|
2023
Q1 | $574K | Buy |
3,837
+3,782
| +6,876% | +$566K | 0.58% | 52 |
|
|
2022
Q4 | $7.1K | Hold |
55
| – | – | 0.01% | 363 |
|
|
2022
Q3 | $8K | Hold |
55
| – | – | 0.01% | 369 |
|
|
2022
Q2 | $8K | Hold |
55
| – | – | 0.01% | 393 |
|
|
2022
Q1 | $10K | Hold |
55
| – | – | 0.01% | 390 |
|
|
2021
Q4 | $11K | Hold |
55
| – | – | 0.01% | 405 |
|
|
2021
Q3 | $10K | Hold |
55
| – | – | 0.01% | 430 |
|
|
2021
Q2 | $10K | Hold |
55
| – | – | 0.01% | 436 |
|
|
2021
Q1 | $9K | Hold |
55
| – | – | 0.01% | 427 |
|
|
2020
Q4 | $9K | Buy |
+55
| New | +$9K | 0.01% | 393 |
|