Cumberland Partners’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 |
-2,929
| Closed | -$539K | – | 211 |
|
|
2024
Q1 | $539K | Buy |
2,929
+69
| +2% | +$12.7K | 0.04% | 159 |
|
|
2023
Q4 | $460K | Hold |
2,860
| – | – | 0.04% | 155 |
|
|
2023
Q3 | $460K | Buy |
2,860
+45
| +2% | +$7.24K | 0.04% | 145 |
|
|
2023
Q2 | $478K | Buy |
+2,815
| New | +$478K | 0.04% | 136 |
|
|
2020
Q1 | – | Sell |
-92
| Closed | -$12K | – | 182 |
|
|
2019
Q4 | $12K | Buy |
+92
| New | +$12K | ﹤0.01% | 163 |
|