Lee Financial’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
Q1 | – | Sell |
-41
| Closed | -$7.33K | – | 836 |
|
2023
Q4 | $7.33K | Hold |
41
| – | – | ﹤0.01% | 479 |
|
2023
Q3 | $6.6K | Buy |
+41
| New | +$6.6K | ﹤0.01% | 478 |
|
2023
Q2 | – | Sell |
-44
| Closed | -$6.58K | – | 848 |
|
2023
Q1 | $6.58K | Buy |
+44
| New | +$6.58K | ﹤0.01% | 489 |
|
2022
Q1 | – | Sell |
-132
| Closed | -$27K | – | 982 |
|
2021
Q4 | $27K | Buy |
+132
| New | +$27K | 0.01% | 326 |
|