Lloyd Advisory Services’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
Q2 | – | Sell |
-420
| Closed | -$78K | – | 601 |
|
|
2022
Q1 | $78K | Buy |
420
+206
| +96% | +$38.3K | 0.04% | 184 |
|
|
2021
Q4 | $44K | Hold |
214
| – | – | 0.02% | 215 |
|
|
2021
Q3 | $38K | Hold |
214
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $38K | Buy |
214
+70
| +49% | +$12.4K | 0.02% | 184 |
|
|
2021
Q1 | $24K | Hold |
144
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $23K | Hold |
144
| – | – | 0.01% | 172 |
|
|
2020
Q3 | $21K | Buy |
144
+131
| +1,008% | +$19.1K | 0.01% | 156 |
|
|
2020
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 275 |
|
|
2020
Q1 | $1K | Sell |
13
-26
| -67% | -$2K | ﹤0.01% | 260 |
|
|
2019
Q4 | $5K | Buy |
+39
| New | +$5K | ﹤0.01% | 258 |
|