Dougherty Wealth Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $116K | Sell |
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|
2022
Q4 | $201K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $636K | Hold |
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|
2021
Q3 | $558K | Hold |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $523K | Hold |
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|
2020
Q4 | $500K | Hold |
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|
2020
Q3 | $457K | Hold |
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|
2020
Q2 | $397K | Hold |
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|
2020
Q1 | $305K | Hold |
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|
2019
Q4 | $390K | Hold |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $371K | Hold |
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|
2019
Q1 | $354K | Hold |
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|
2018
Q4 | $335K | Buy |
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