LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24
| Closed | -$3.79K | – | 612 |
|
|
2023
Q3 | $3.79K | Buy |
+24
| New | +$3.79K | ﹤0.01% | 569 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$2K | – | 688 |
|
|
2022
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 623 |
|
|
2021
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 704 |
|
|
2021
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 724 |
|
|
2021
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 905 |
|
|
2015
Q4 | – | Sell |
-39
| Closed | -$3K | – | 679 |
|
|
2015
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 594 |
|
|
2015
Q2 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 594 |
|