Global Wealth Management Investment Advisory’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 |
-20
| Closed | -$3.58K | – | 457 |
|
|
2023
Q4 | $3.58K | Hold |
20
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $3.22K | Hold |
20
| – | – | ﹤0.01% | 351 |
|
|
2023
Q2 | $3.4K | Buy |
+20
| New | +$3.4K | ﹤0.01% | 358 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$5K | – | 496 |
|
|
2022
Q2 | $5K | Sell |
40
-89
| -69% | -$11.1K | ﹤0.01% | 347 |
|
|
2022
Q1 | $24K | Buy |
129
+89
| +223% | +$16.6K | 0.01% | 243 |
|
|
2021
Q4 | $8K | Hold |
40
| – | – | ﹤0.01% | 331 |
|
|
2021
Q3 | $7K | Hold |
40
| – | – | ﹤0.01% | 346 |
|
|
2021
Q2 | $7K | Sell |
40
-62
| -61% | -$10.9K | ﹤0.01% | 327 |
|
|
2021
Q1 | $17K | Buy |
102
+49
| +92% | +$8.17K | 0.01% | 263 |
|
|
2020
Q4 | $9K | Hold |
53
| – | – | ﹤0.01% | 297 |
|
|
2020
Q3 | $8K | Buy |
53
+20
| +61% | +$3.02K | ﹤0.01% | 295 |
|
|
2020
Q2 | $4K | Sell |
33
-68
| -67% | -$8.24K | ﹤0.01% | 467 |
|
|
2020
Q1 | $10K | Sell |
101
-20
| -17% | -$1.98K | 0.01% | 340 |
|
|
2019
Q4 | $15K | Buy |
121
+7
| +6% | +$868 | 0.01% | 301 |
|
|
2019
Q3 | $14K | Sell |
114
-71
| -38% | -$8.72K | 0.01% | 287 |
|
|
2019
Q2 | $22K | Sell |
185
-1,584
| -90% | -$188K | 0.01% | 264 |
|
|
2019
Q1 | $201K | Buy |
1,769
+468
| +36% | +$53.2K | 0.1% | 116 |
|
|
2018
Q4 | $129K | Buy |
+1,301
| New | +$129K | 0.08% | 158 |
|