Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $43K | Buy |
600
+100
| +20% | +$7.17K | 0.02% | 234 |
|
|
2014
Q3 | $33K | Hold |
500
| – | – | 0.01% | 276 |
|
|
2014
Q2 | $33K | Hold |
500
| – | – | 0.01% | 259 |
|
|
2014
Q1 | $32K | Buy |
+500
| New | +$32K | 0.02% | 248 |
|
|
2013
Q3 | – | Sell |
-16,110
| Closed | -$909K | – | 378 |
|
|
2013
Q2 | $909K | Buy |
+16,110
| New | +$909K | 0.58% | 39 |
|