FSA Wealth Management’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 |
-88
| Closed | -$16K | – | 638 |
|
2023
Q4 | $16K | Buy |
+88
| New | +$16K | 0.01% | 268 |
|
2021
Q1 | – | Sell |
-81
| Closed | -$13K | – | 248 |
|
2020
Q4 | $13K | Buy |
+81
| New | +$13K | 0.01% | 242 |
|
2020
Q3 | – | Sell |
-81
| Closed | -$10K | – | 371 |
|
2020
Q2 | $10K | Hold |
81
| – | – | 0.01% | 273 |
|
2020
Q1 | $8K | Hold |
81
| – | – | 0.01% | 272 |
|
2019
Q4 | $10K | Buy |
+81
| New | +$10K | 0.01% | 315 |
|