CPWM LLC’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $529K | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $690K | Buy |
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|
2021
Q4 | $667K | Hold |
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|
2021
Q3 | $667K | Sell |
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|
2021
Q2 | $678K | Hold |
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|
2021
Q1 | $639K | Sell |
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|
2020
Q4 | $677K | Buy |
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|
2020
Q3 | $548K | Buy |
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|
2020
Q2 | $468K | Buy |
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|
2020
Q1 | $351K | Buy |
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|
2019
Q4 | $443K | Hold |
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|
2019
Q3 | $426K | Hold |
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|
2019
Q2 | $421K | Hold |
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|
2019
Q1 | $402K | Hold |
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|
2018
Q4 | $350K | Hold |
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|
2018
Q3 | $414K | Hold |
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|
2018
Q2 | $386K | Hold |
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|
2018
Q1 | $358K | Buy |
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