Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,300
| Closed | -$1.41M | – | 211 |
|
|
2017
Q4 | $1.41M | Buy |
14,300
+6,919
| +94% | +$683K | 0.34% | 67 |
|
|
2017
Q3 | $665K | Buy |
7,381
+4,535
| +159% | +$409K | 0.16% | 96 |
|
|
2017
Q2 | $255K | Buy |
2,846
+85
| +3% | +$7.62K | 0.07% | 103 |
|
|
2017
Q1 | $243K | Buy |
+2,761
| New | +$243K | 0.06% | 120 |
|
|
2016
Q3 | – | Sell |
-81,965
| Closed | -$6.4M | – | 147 |
|
|
2016
Q2 | $6.4M | Buy |
+81,965
| New | +$6.4M | 1.8% | 10 |
|