Personal Capital Advisors’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
Q4 | $291K | Buy |
2,256
+159
| +8% | +$20.5K | ﹤0.01% | 389 |
|
|
2022
Q3 | $299K | Buy |
2,097
+3
| +0.1% | +$428 | ﹤0.01% | 360 |
|
|
2022
Q2 | $288K | Sell |
2,094
-1,018
| -33% | -$140K | ﹤0.01% | 361 |
|
|
2022
Q1 | $576K | Sell |
3,112
-1,682
| -35% | -$311K | ﹤0.01% | 291 |
|
|
2021
Q4 | $969K | Buy |
4,794
+1,061
| +28% | +$214K | ﹤0.01% | 269 |
|
|
2021
Q3 | $670K | Buy |
3,733
+914
| +32% | +$164K | ﹤0.01% | 277 |
|
|
2021
Q2 | $503K | Sell |
2,819
-16
| -0.6% | -$2.86K | ﹤0.01% | 308 |
|
|
2021
Q1 | $476K | Sell |
2,835
-83
| -3% | -$13.9K | ﹤0.01% | 311 |
|
|
2020
Q4 | $469K | Sell |
2,918
-14,114
| -83% | -$2.27M | ﹤0.01% | 310 |
|
|
2020
Q3 | $2.5M | Buy |
17,032
+14,671
| +621% | +$2.16M | 0.02% | 223 |
|
|
2020
Q2 | $302K | Sell |
2,361
-767
| -25% | -$98.1K | ﹤0.01% | 289 |
|
|
2020
Q1 | $307K | Buy |
3,128
+1,024
| +49% | +$101K | ﹤0.01% | 283 |
|
|
2019
Q4 | $264K | Buy |
2,104
+430
| +26% | +$54K | ﹤0.01% | 347 |
|
|
2019
Q3 | $202K | Buy |
+1,674
| New | +$202K | ﹤0.01% | 352 |
|
|
2017
Q1 | – | Sell |
-2,478
| Closed | -$202K | – | 220 |
|
|
2016
Q4 | $202K | Buy |
+2,478
| New | +$202K | 0.01% | 173 |
|