CWA
Constellation Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,578
| Closed | -$239K | – | 198 |
|
|
2014
Q3 | $239K | Buy |
+3,578
| New | +$239K | 0.02% | 185 |
|
|
2014
Q1 | – | Sell |
-54,378
| Closed | -$3.63M | – | 208 |
|
|
2013
Q4 | $3.63M | Buy |
54,378
+8,323
| +18% | +$556K | 0.35% | 69 |
|
|
2013
Q3 | $2.79M | Buy |
46,055
+9,754
| +27% | +$591K | 0.32% | 74 |
|
|
2013
Q2 | $2.05M | Buy |
+36,301
| New | +$2.05M | 0.25% | 89 |
|