Principal Street Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,650
| Closed | -$342K | – | 243 |
|
|
2022
Q4 | $342K | Buy |
+2,650
| New | +$342K | 0.09% | 155 |
|
|
2022
Q1 | – | Sell |
-4,057
| Closed | -$829K | – | 233 |
|
|
2021
Q4 | $829K | Buy |
+4,057
| New | +$829K | 0.2% | 93 |
|
|
2019
Q4 | – | Sell |
-60,147
| Closed | -$7.26M | – | 210 |
|
|
2019
Q3 | $7.26M | Buy |
+60,147
| New | +$7.26M | 1.82% | 19 |
|