MBM Wealth Consultants’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 |
-17
| Closed | -$3K | – | 315 |
|
|
2022
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 273 |
|
|
2021
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 264 |
|
|
2021
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 262 |
|
|
2021
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 246 |
|
|
2021
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 233 |
|
|
2020
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 210 |
|
|
2020
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 210 |
|
|
2020
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 199 |
|
|
2020
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 188 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 202 |
|
|
2019
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 198 |
|
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 209 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 202 |
|
|
2018
Q4 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 218 |
|