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Fiducient 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,435
| Closed | -$264K | – | 164 |
|
|
2024
Q1 | $264K | Hold |
1,435
| – | – | 0.05% | 114 |
|
|
2023
Q4 | $257K | Hold |
1,435
| – | – | 0.05% | 106 |
|
|
2023
Q3 | $231K | Buy |
+1,435
| New | +$231K | 0.01% | 101 |
|
|
2022
Q4 | – | Sell |
-1,700
| Closed | -$242K | – | 180 |
|
|
2022
Q3 | $242K | Buy |
+1,700
| New | +$242K | 0.11% | 52 |
|