Meristem Family Wealth’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $857K | Sell |
|
|||||
|
2021
Q4 | $1.72M | Buy |
|
|||||
|
2021
Q3 | $1.36M | Buy |
|
|||||
|
2021
Q2 | $538K | Buy |
|
|||||
|
2021
Q1 | $311K | Hold |
|
|||||
|
2020
Q4 | $298K | Hold |
|
|||||
|
2020
Q3 | $272K | Hold |
|
|||||
|
2020
Q2 | $237K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $232K | Hold |
|
|||||
|
2019
Q3 | $224K | Hold |
|
|||||
|
2019
Q2 | $221K | Hold |
|
|||||
|
2019
Q1 | $211K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $276K | Hold |
|
|||||
|
2018
Q2 | $257K | Hold |
|
|||||
|
2018
Q1 | $238K | Hold |
|
|||||
|
2017
Q4 | $232K | Hold |
|
|||||
|
2017
Q3 | $212K | Hold |
|
|||||
|
2017
Q2 | $211K | Hold |
|
|||||
|
2017
Q1 | $207K | Buy |
|