Heritage Wealth Management (Arizona)’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 | $182K | Buy |
1,410
+707
| +101% | +$91.3K | 0.03% | 342 |
|
|
2022
Q3 | $100K | Sell |
703
-21
| -3% | -$2.99K | 0.03% | 322 |
|
|
2022
Q2 | $99.5K | Buy |
724
+1
| +0.1% | +$137 | 0.03% | 336 |
|
|
2022
Q1 | $134K | Buy |
+723
| New | +$134K | 0.04% | 334 |
|
|
2021
Q3 | $125K | Sell |
699
-101
| -13% | -$18.1K | 0.04% | 302 |
|
|
2021
Q2 | $143K | Buy |
+800
| New | +$143K | 0.05% | 275 |
|