Outlook Wealth Advisors’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
Q2
Sell
-2,542
Closed -$235K 208
2022
Q1
$235K Hold
2,542
0.08% 180
2021
Q4
$260K Sell
2,542
-22
-0.9% -$2.19K 0.08% 180
2021
Q3
$230K Sell
2,564
-12
-0.5% -$1.09K 0.08% 195
2021
Q2
$230K Buy
+2,576
New +$224K 0.07% 194
2021
Q1
Sell
-3,010
Closed -$242K 203
2020
Q4
$242K Buy
+3,010
New +$232K 0.09% 171
2019
Q4
Sell
-3,690
Closed -$223K 170
2019
Q3
$223K Sell
3,690
-1,874
-34% -$113K 0.13% 149
2019
Q2
$332K Buy
5,564
+1,652
+42% +$96.7K 0.22% 117
2019
Q1
$223K Buy
3,912
+296
+8% +$16K 0.18% 133
2018
Q4
$1.79M Buy
+3,616
New +$191K 0.82% 25

Other funds holding XLY