Iowa State Bank’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
Q1 | – | Sell |
-1,688
| Closed | -$271K | – | 128 |
|
|
2020
Q4 | $271K | Sell |
1,688
-65
| -4% | -$10.4K | 0.09% | 109 |
|
|
2020
Q3 | $258K | Sell |
1,753
-260
| -13% | -$38.3K | 0.1% | 103 |
|
|
2020
Q2 | $257K | Sell |
2,013
-1,694
| -46% | -$216K | 0.11% | 96 |
|
|
2020
Q1 | $364K | Buy |
3,707
+647
| +21% | +$63.5K | 0.17% | 93 |
|
|
2019
Q4 | $384K | Buy |
3,060
+285
| +10% | +$35.8K | 0.14% | 100 |
|
|
2019
Q3 | $335K | Buy |
+2,775
| New | +$335K | 0.13% | 105 |
|