Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-663
| Closed | -$119K | – | 1127 |
|
|
2021
Q3 | $119K | Buy |
663
+25
| +4% | +$4.49K | 0.04% | 257 |
|
|
2021
Q2 | $66K | Buy |
638
+458
| +254% | +$47.4K | 0.03% | 275 |
|
|
2021
Q1 | $29K | Hold |
180
| – | – | 0.01% | 394 |
|
|
2020
Q4 | $29K | Hold |
180
| – | – | 0.01% | 391 |
|
|
2020
Q3 | $26K | Hold |
180
| – | – | 0.02% | 361 |
|
|
2020
Q2 | $23K | Hold |
180
| – | – | 0.02% | 361 |
|
|
2020
Q1 | $18K | Hold |
180
| – | – | 0.02% | 379 |
|
|
2019
Q4 | $22K | Hold |
180
| – | – | 0.02% | 405 |
|
|
2019
Q3 | $22K | Sell |
180
-89
| -33% | -$10.9K | 0.02% | 387 |
|
|
2019
Q2 | $32K | Buy |
269
+89
| +49% | +$10.6K | 0.03% | 328 |
|
|
2019
Q1 | $20K | Hold |
180
| – | – | 0.02% | 350 |
|
|
2018
Q4 | $17K | Buy |
+180
| New | +$17K | 0.01% | 357 |
|