Longfellow Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,025
| Closed | -$101K | – | 125 |
|
|
2018
Q4 | $101K | Hold |
1,025
| – | – | 0.04% | 85 |
|
|
2018
Q3 | $120K | Sell |
1,025
-1,016
| -50% | -$119K | 0.03% | 96 |
|
|
2018
Q2 | $223K | Buy |
+2,041
| New | +$223K | 0.05% | 87 |
|
|
2018
Q1 | – | Sell |
-2,254
| Closed | -$222K | – | 91 |
|
|
2017
Q4 | $222K | Buy |
+2,254
| New | +$222K | 0.05% | 71 |
|