Hochman Cole Investment 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
Q3 | $771K | Buy |
4,294
+2
| +0% | +$359 | 0.3% | 63 |
|
|
2021
Q2 | $766K | Buy |
4,292
+127
| +3% | +$22.7K | 0.31% | 60 |
|
|
2021
Q1 | $700K | Buy |
4,165
+287
| +7% | +$48.2K | 0.29% | 60 |
|
|
2020
Q4 | $624K | Buy |
3,878
+284
| +8% | +$45.7K | 0.27% | 62 |
|
|
2020
Q3 | $528K | Buy |
3,594
+1
| +0% | +$147 | 0.26% | 63 |
|
|
2020
Q2 | $459K | Sell |
3,593
-121
| -3% | -$15.5K | 0.25% | 69 |
|
|
2020
Q1 | $364K | Sell |
3,714
-211
| -5% | -$20.7K | 0.25% | 67 |
|
|
2019
Q4 | $492K | Buy |
3,925
+459
| +13% | +$57.5K | 0.27% | 66 |
|
|
2019
Q3 | $418K | Sell |
3,466
-245
| -7% | -$29.5K | 0.26% | 67 |
|
|
2019
Q2 | $442K | Hold |
3,711
| – | – | 0.26% | 71 |
|
|
2019
Q1 | $422K | Hold |
3,711
| – | – | 0.25% | 76 |
|
|
2018
Q4 | $367K | Sell |
3,711
-4
| -0.1% | -$396 | 0.25% | 72 |
|
|
2018
Q3 | $435K | Hold |
3,715
| – | – | 0.27% | 60 |
|
|
2018
Q2 | $406K | Sell |
3,715
-9
| -0.2% | -$984 | 0.27% | 63 |
|
|
2018
Q1 | $377K | Hold |
3,724
| – | – | 0.26% | 64 |
|
|
2017
Q4 | $368K | Sell |
3,724
-50
| -1% | -$4.94K | 0.23% | 63 |
|
|
2017
Q3 | $340K | Sell |
3,774
-98
| -3% | -$8.83K | 0.22% | 66 |
|
|
2017
Q2 | $347K | Hold |
3,872
| – | – | 0.24% | 65 |
|
|
2017
Q1 | $341K | Sell |
3,872
-175
| -4% | -$15.4K | 0.25% | 64 |
|
|
2016
Q4 | $329K | Sell |
4,047
-144
| -3% | -$11.7K | 0.24% | 62 |
|
|
2016
Q3 | $335K | Buy |
4,191
+66
| +2% | +$5.28K | 0.25% | 62 |
|
|
2016
Q2 | $322K | Buy |
4,125
+384
| +10% | +$30K | 0.26% | 58 |
|
|
2016
Q1 | $296K | Buy |
+3,741
| New | +$296K | 0.25% | 61 |
|