Intercontinental Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $341K | Buy |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $268K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $194K | Hold |
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|
2019
Q3 | $181K | Hold |
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|
2019
Q2 | $179K | Hold |
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|
2019
Q1 | $171K | Hold |
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|
2018
Q4 | $149K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $558K | Hold |
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|
2017
Q3 | $509K | Sell |
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|
2017
Q2 | $546K | Hold |
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|
2017
Q1 | $536K | Hold |
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|
2016
Q4 | $496K | Buy |
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