DWMG
DB Wealth Management Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-843
| Closed | -$156K | – | 328 |
|
|
2022
Q1 | $156K | Sell |
843
-34
| -4% | -$6.29K | 0.09% | 98 |
|
|
2021
Q4 | $179K | Sell |
877
-58
| -6% | -$11.8K | 0.11% | 94 |
|
|
2021
Q3 | $168K | Hold |
935
| – | – | 0.11% | 92 |
|
|
2021
Q2 | $167K | Buy |
935
+196
| +27% | +$35K | 0.11% | 94 |
|
|
2021
Q1 | $124K | Buy |
739
+295
| +66% | +$49.5K | 0.09% | 103 |
|
|
2020
Q4 | $71K | Buy |
+444
| New | +$71K | 0.05% | 131 |
|