DPA
Delphi Private 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $92K | Buy |
772
+622
| +415% | +$74.1K | 0.47% | 12 |
|
2019
Q1 | $17K | Sell |
150
-98
| -40% | -$11.1K | 0.09% | 22 |
|
2018
Q4 | $25K | Hold |
248
| – | – | 0.14% | 22 |
|
2018
Q3 | $29K | Sell |
248
-29
| -10% | -$3.39K | 0.1% | 40 |
|
2018
Q2 | $30K | Sell |
277
-14
| -5% | -$1.52K | 0.1% | 46 |
|
2018
Q1 | $29K | Sell |
291
-168
| -37% | -$16.7K | 0.12% | 46 |
|
2017
Q4 | $45K | Hold |
459
| – | – | 0.11% | 86 |
|
2017
Q3 | $41K | Hold |
459
| – | – | 0.12% | 40 |
|
2017
Q2 | $41K | Hold |
459
| – | – | 0.08% | 46 |
|
2017
Q1 | $40K | Sell |
459
-110
| -19% | -$9.59K | 0.07% | 43 |
|
2016
Q4 | $46K | Buy |
569
+348
| +157% | +$28.1K | 0.08% | 44 |
|
2016
Q3 | $18K | Hold |
221
| – | – | 0.03% | 73 |
|
2016
Q2 | $17K | Sell |
221
-225
| -50% | -$17.3K | 0.03% | 105 |
|
2016
Q1 | $35K | Hold |
446
| – | – | 0.06% | 60 |
|
2015
Q4 | $35K | Buy |
+446
| New | +$35K | 0.06% | 68 |
|