M&R Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.6K | Hold |
8
| – | – | ﹤0.01% | 530 |
|
|
2024
Q2 | $1.46K | Hold |
8
| – | – | ﹤0.01% | 502 |
|
|
2024
Q1 | $1.47K | Hold |
8
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $1.43K | Hold |
8
| – | – | ﹤0.01% | 582 |
|
|
2023
Q3 | $1.29K | Hold |
8
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $1.36K | Hold |
8
| – | – | ﹤0.01% | 575 |
|
|
2023
Q1 | $1.2K | Hold |
8
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $1.03K | Buy |
+8
| New | +$1.03K | ﹤0.01% | 568 |
|
|
2022
Q2 | – | Sell |
-32
| Closed | -$5K | – | 461 |
|
|
2022
Q1 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 384 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$29K | – | 560 |
|
|
2017
Q4 | $29K | Hold |
300
| – | – | 0.01% | 351 |
|
|
2017
Q3 | $27K | Hold |
300
| – | – | 0.01% | 355 |
|
|
2017
Q2 | $26K | Buy |
+300
| New | +$26K | 0.01% | 354 |
|