Cypress Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,207
| Closed | -$203K | – | 312 |
|
|
2021
Q1 | $203K | Sell |
1,207
-425
| -26% | -$71.5K | 0.04% | 282 |
|
|
2020
Q4 | $262K | Buy |
+1,632
| New | +$262K | 0.06% | 225 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 263 |
|
|
2020
Q1 | – | Sell |
-2,869
| Closed | -$360K | – | 279 |
|
|
2019
Q4 | $360K | Buy |
2,869
+100
| +4% | +$12.5K | 0.09% | 169 |
|
|
2019
Q3 | $334K | Buy |
2,769
+740
| +36% | +$89.3K | 0.09% | 174 |
|
|
2019
Q2 | $242K | Buy |
2,029
+71
| +4% | +$8.47K | 0.07% | 217 |
|
|
2019
Q1 | $223K | Sell |
1,958
-129
| -6% | -$14.7K | 0.07% | 222 |
|
|
2018
Q4 | $207K | Buy |
2,087
+89
| +4% | +$8.83K | 0.08% | 193 |
|
|
2018
Q3 | $234K | Sell |
1,998
-21
| -1% | -$2.46K | 0.08% | 192 |
|
|
2018
Q2 | $221K | Buy |
+2,019
| New | +$221K | 0.08% | 201 |
|