Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $330K | Sell |
4,236
-241
| -5% | -$18.8K | 0.06% | 393 |
|
|
2016
Q1 | $354K | Sell |
4,477
-422
| -9% | -$33.4K | 0.07% | 365 |
|
|
2015
Q4 | $382K | Sell |
4,899
-650
| -12% | -$50.7K | 0.07% | 369 |
|
|
2015
Q3 | $412K | Buy |
5,549
+930
| +20% | +$69.1K | 0.08% | 341 |
|
|
2015
Q2 | $353K | Hold |
4,619
| – | – | 0.06% | 415 |
|
|
2015
Q1 | $348K | Buy |
4,619
+792
| +21% | +$59.7K | 0.06% | 413 |
|
|
2014
Q4 | $276K | Sell |
3,827
-543
| -12% | -$39.2K | 0.05% | 470 |
|
|
2014
Q3 | $291K | Hold |
4,370
| – | – | 0.06% | 441 |
|
|
2014
Q2 | $291K | Buy |
4,370
+624
| +17% | +$41.6K | 0.05% | 481 |
|
|
2014
Q1 | $242K | Sell |
3,746
-256
| -6% | -$16.5K | 0.05% | 465 |
|
|
2013
Q4 | $267K | Buy |
+4,002
| New | +$267K | 0.06% | 408 |
|