LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $47K | Buy |
+320
| New | +$47K | 0.02% | 253 |
|
|
2014
Q2 | – | Sell |
-1
| Closed | – | – | 234 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 282 |
|
|
2013
Q4 | $0 | Sell |
1
-1,212
| -100% | – | ﹤0.01% | 253 |
|
|
2013
Q3 | $74K | Sell |
1,213
-200,865
| -99% | -$12.3M | 0.06% | 84 |
|
|
2013
Q2 | $11.4M | Buy |
+202,078
| New | +$11.4M | 12.65% | 2 |
|