HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-953
| Closed | -$153K | – | 291 |
|
|
2020
Q4 | $153K | Buy |
953
+653
| +218% | +$105K | 0.03% | 178 |
|
|
2020
Q3 | $44K | Buy |
300
+170
| +131% | +$24.9K | 0.01% | 186 |
|
|
2020
Q2 | $17K | Hold |
130
| – | – | ﹤0.01% | 212 |
|
|
2020
Q1 | $13K | Hold |
130
| – | – | ﹤0.01% | 205 |
|
|
2019
Q4 | $16K | Buy |
+130
| New | +$16K | ﹤0.01% | 202 |
|