HC Financial Advisors’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
Q2 | $11K | Buy |
77
+4
| +5% | +$571 | 0.01% | 231 |
|
|
2022
Q1 | $14K | Hold |
73
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $15K | Hold |
73
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $13K | Hold |
73
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $13K | Hold |
73
| – | – | 0.01% | 230 |
|
|
2021
Q1 | $12K | Hold |
73
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $12K | Hold |
73
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $11K | Hold |
73
| – | – | 0.01% | 252 |
|
|
2020
Q2 | $9K | Hold |
73
| – | – | 0.01% | 254 |
|
|
2020
Q1 | $7K | Buy |
+73
| New | +$7K | 0.01% | 271 |
|