Greenwood Capital Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,226
| Closed | -$460K | – | 235 |
|
|
2022
Q3 | $460K | Buy |
+3,226
| New | +$460K | 0.08% | 185 |
|
|
2015
Q2 | – | Sell |
-5,360
| Closed | -$403K | – | 172 |
|
|
2015
Q1 | $403K | Buy |
5,360
+70
| +1% | +$5.26K | 0.12% | 96 |
|
|
2014
Q4 | $382K | Buy |
+5,290
| New | +$382K | 0.11% | 95 |
|
|
2014
Q1 | – | Sell |
-5,403
| Closed | -$361K | – | 152 |
|
|
2013
Q4 | $361K | Buy |
5,403
+10
| +0.2% | +$668 | 0.11% | 98 |
|
|
2013
Q3 | $327K | Buy |
+5,393
| New | +$327K | 0.12% | 95 |
|