FAS Wealth 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
Q1 | – | Sell |
-7
| Closed | -$1.25K | – | 463 |
|
|
2023
Q4 | $1.25K | Buy |
+7
| New | +$1.25K | ﹤0.01% | 424 |
|
|
2019
Q1 | – | Sell |
-2,203
| Closed | -$218K | – | 196 |
|
|
2018
Q4 | $218K | Buy |
2,203
+203
| +10% | +$20.1K | 0.05% | 177 |
|
|
2018
Q3 | $234K | Hold |
2,000
| – | – | 0.05% | 167 |
|
|
2018
Q2 | $219K | Hold |
2,000
| – | – | 0.06% | 165 |
|
|
2018
Q1 | $203K | Buy |
+2,000
| New | +$203K | 0.06% | 166 |
|