Guild Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,970
| Closed | -$1.87M | – | 38 |
|
|
2018
Q3 | $1.87M | Hold |
15,970
| – | – | 1.89% | 20 |
|
|
2018
Q2 | $1.75M | Buy |
+15,970
| New | +$1.75M | 3.36% | 10 |
|
|
2018
Q1 | – | Sell |
-12,990
| Closed | -$1.28M | – | 44 |
|
|
2017
Q4 | $1.28M | Buy |
+12,990
| New | +$1.28M | 1.2% | 22 |
|
|
2015
Q1 | – | Sell |
-234,830
| Closed | -$16.9M | – | 41 |
|
|
2014
Q4 | $16.9M | Buy |
+234,830
| New | +$16.9M | 15.52% | 1 |
|