Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.24M | Buy |
16,286
+111
| +0.7% | +$15.3K | 1.47% | 19 |
|
|
2022
Q1 | $2.99M | Buy |
16,175
+104
| +0.6% | +$19.2K | 1.69% | 13 |
|
|
2021
Q4 | $3.29M | Buy |
16,071
+820
| +5% | +$168K | 1.8% | 12 |
|
|
2021
Q3 | $2.74M | Buy |
15,251
+612
| +4% | +$110K | 1.67% | 13 |
|
|
2021
Q2 | $2.61M | Buy |
14,639
+838
| +6% | +$150K | 1.59% | 16 |
|
|
2021
Q1 | $2.32M | Buy |
13,801
+849
| +7% | +$143K | 1.53% | 19 |
|
|
2020
Q4 | $2.08M | Buy |
12,952
+1,175
| +10% | +$189K | 1.54% | 21 |
|
|
2020
Q3 | $1.73M | Buy |
11,777
+1,888
| +19% | +$278K | 1.46% | 24 |
|
|
2020
Q2 | $1.26M | Buy |
9,889
+785
| +9% | +$100K | 1.18% | 30 |
|
|
2020
Q1 | $893K | Buy |
9,104
+585
| +7% | +$57.4K | 1.05% | 35 |
|
|
2019
Q4 | $1.07M | Buy |
+8,519
| New | +$1.07M | 0.92% | 37 |
|