Rainsberger Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.23M | Sell |
12,454
-1,018
| -8% | -$182K | 1.22% | 23 |
|
|
2023
Q3 | $2.17M | Sell |
13,472
-122
| -0.9% | -$19.6K | 1.33% | 22 |
|
|
2023
Q2 | $2.31M | Sell |
13,594
-370
| -3% | -$62.8K | 1.39% | 22 |
|
|
2023
Q1 | $2.09M | Sell |
13,964
-16
| -0.1% | -$2.39K | 1.24% | 23 |
|
|
2022
Q4 | $1.81M | Sell |
13,980
-166
| -1% | -$21.4K | 1.15% | 24 |
|
|
2022
Q3 | $2.02M | Buy |
14,146
+374
| +3% | +$53.3K | 1.38% | 21 |
|
|
2022
Q2 | $1.89M | Sell |
13,772
-387
| -3% | -$53.2K | 1.38% | 22 |
|
|
2022
Q1 | $2.62M | Buy |
14,159
+12
| +0.1% | +$2.22K | 1.68% | 18 |
|
|
2021
Q4 | $2.89M | Buy |
+14,147
| New | +$2.89M | 1.7% | 20 |
|