Homrich & Berg’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $978K | Sell |
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|
2021
Q2 | $982K | Buy |
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|
2021
Q1 | $921K | Sell |
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|
2020
Q4 | $902K | Buy |
|
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|
2020
Q3 | $591K | Buy |
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|
2020
Q2 | $499K | Buy |
|
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|
2020
Q1 | $375K | Hold |
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|
2019
Q4 | $479K | Hold |
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|
2019
Q3 | $461K | Hold |
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|
2019
Q2 | $455K | Hold |
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|
2019
Q1 | $435K | Hold |
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|
2018
Q4 | $378K | Hold |
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|
2018
Q3 | $448K | Sell |
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|
2018
Q2 | $424K | Sell |
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|
2018
Q1 | $417K | Buy |
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|
2017
Q4 | $239K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $255K | Buy |
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