Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.17K | Hold |
34
| – | – | ﹤0.01% | 717 |
|
|
2024
Q1 | $6.22K | Hold |
34
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $6.05K | Hold |
34
| – | – | ﹤0.01% | 733 |
|
|
2023
Q3 | $5.45K | Sell |
34
-40
| -54% | -$6.41K | ﹤0.01% | 716 |
|
|
2023
Q2 | $12.5K | Hold |
74
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $10.8K | Hold |
74
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $10.2K | Hold |
74
| – | – | ﹤0.01% | 555 |
|
|
2022
Q3 | $10K | Hold |
74
| – | – | ﹤0.01% | 552 |
|
|
2022
Q2 | $12K | Hold |
74
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $14K | Hold |
74
| – | – | ﹤0.01% | 521 |
|
|
2021
Q4 | $15K | Hold |
74
| – | – | ﹤0.01% | 533 |
|
|
2021
Q3 | $13K | Hold |
74
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $13K | Buy |
74
+40
| +118% | +$7.03K | ﹤0.01% | 523 |
|
|
2021
Q1 | $6K | Hold |
34
| – | – | ﹤0.01% | 628 |
|
|
2020
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 606 |
|
|
2020
Q3 | $5K | Sell |
34
-90
| -73% | -$13.2K | ﹤0.01% | 354 |
|
|
2020
Q2 | $16K | Buy |
124
+34
| +38% | +$4.39K | 0.01% | 125 |
|
|
2020
Q1 | $9K | Hold |
90
| – | – | 0.01% | 106 |
|
|
2019
Q4 | $11K | Buy |
+90
| New | +$11K | ﹤0.01% | 109 |
|