GYL Financial Synergies’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
Q3 | $592K | Buy |
2,954
+59
| +2% | +$11.8K | 0.04% | 223 |
|
|
2024
Q2 | $528K | Sell |
2,895
-98
| -3% | -$17.9K | 0.04% | 229 |
|
|
2024
Q1 | $550K | Sell |
2,993
-221
| -7% | -$40.6K | 0.04% | 228 |
|
|
2023
Q4 | $575K | Sell |
3,214
-181
| -5% | -$32.4K | 0.05% | 226 |
|
|
2023
Q3 | $547K | Buy |
3,395
+74
| +2% | +$11.9K | 0.05% | 227 |
|
|
2023
Q2 | $564K | Sell |
3,321
-1,481
| -31% | -$252K | 0.05% | 227 |
|
|
2023
Q1 | $718K | Sell |
4,802
-371
| -7% | -$55.5K | 0.09% | 158 |
|
|
2022
Q4 | $668K | Sell |
5,173
-572
| -10% | -$73.9K | 0.14% | 99 |
|
|
2022
Q3 | $818K | Sell |
5,745
-61
| -1% | -$8.69K | 0.22% | 63 |
|
|
2022
Q2 | $798K | Sell |
5,806
-76
| -1% | -$10.4K | 0.22% | 66 |
|
|
2022
Q1 | $1.09M | Sell |
5,882
-220
| -4% | -$40.7K | 0.26% | 52 |
|
|
2021
Q4 | $1.25M | Sell |
6,102
-334
| -5% | -$68.3K | 0.34% | 50 |
|
|
2021
Q3 | $1.16M | Buy |
6,436
+16
| +0.2% | +$2.87K | 0.59% | 35 |
|
|
2021
Q2 | $1.15M | Buy |
6,420
+139
| +2% | +$24.8K | 0.59% | 34 |
|
|
2021
Q1 | $1.06M | Sell |
6,281
-3,088
| -33% | -$519K | 0.58% | 34 |
|
|
2020
Q4 | $1.51M | Buy |
9,369
+387
| +4% | +$62.2K | 0.87% | 25 |
|
|
2020
Q3 | $1.32M | Buy |
8,982
+2,298
| +34% | +$338K | 0.87% | 25 |
|
|
2020
Q2 | $854K | Buy |
6,684
+415
| +7% | +$53K | 0.62% | 35 |
|
|
2020
Q1 | $615K | Buy |
6,269
+2,470
| +65% | +$242K | 0.39% | 48 |
|
|
2019
Q4 | $476K | Buy |
3,799
+444
| +13% | +$55.6K | 0.21% | 84 |
|
|
2019
Q3 | $405K | Sell |
3,355
-130
| -4% | -$15.7K | 0.2% | 94 |
|
|
2019
Q2 | $415K | Hold |
3,485
| – | – | 0.22% | 81 |
|
|
2019
Q1 | $397K | Buy |
3,485
+1
| +0% | +$114 | 0.22% | 82 |
|
|
2018
Q4 | $345K | Buy |
+3,484
| New | +$345K | 0.25% | 79 |
|