Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $398K | Sell |
3,079
-327
| -10% | -$42.3K | 0.04% | 419 |
|
|
2022
Q3 | $485K | Sell |
3,406
-152
| -4% | -$21.6K | 0.05% | 350 |
|
|
2022
Q2 | $489K | Sell |
3,558
-11,127
| -76% | -$1.53M | 0.05% | 364 |
|
|
2022
Q1 | $2.72M | Buy |
14,685
+184
| +1% | +$34K | 0.22% | 99 |
|
|
2021
Q4 | $2.97M | Buy |
14,501
+12,686
| +699% | +$2.59M | 0.23% | 103 |
|
|
2021
Q3 | $326K | Sell |
1,815
-2,317
| -56% | -$416K | 0.06% | 318 |
|
|
2021
Q2 | $738K | Sell |
4,132
-151
| -4% | -$27K | 0.1% | 215 |
|
|
2021
Q1 | $720K | Buy |
4,283
+1,085
| +34% | +$182K | 0.11% | 195 |
|
|
2020
Q4 | $514K | Buy |
3,198
+373
| +13% | +$60K | 0.08% | 242 |
|
|
2020
Q3 | $415K | Sell |
2,825
-100
| -3% | -$14.7K | 0.07% | 249 |
|
|
2020
Q2 | $373K | Sell |
2,925
-41
| -1% | -$5.23K | 0.07% | 260 |
|
|
2020
Q1 | $290K | Buy |
2,966
+107
| +4% | +$10.5K | 0.07% | 276 |
|
|
2019
Q4 | $359K | Sell |
2,859
-1,420
| -33% | -$178K | 0.06% | 298 |
|
|
2019
Q3 | $516K | Buy |
+4,279
| New | +$516K | 0.09% | 239 |
|