Red Door 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,754
| Closed | -$563K | – | 172 |
|
|
2021
Q4 | $563K | Hold |
2,754
| – | – | 0.18% | 91 |
|
|
2021
Q3 | $494K | Hold |
2,754
| – | – | 0.19% | 92 |
|
|
2021
Q2 | $491K | Buy |
+2,754
| New | +$491K | 0.19% | 90 |
|
|
2020
Q3 | – | Sell |
-71
| Closed | -$9K | – | 445 |
|
|
2020
Q2 | $9K | Hold |
71
| – | – | 0.01% | 323 |
|
|
2020
Q1 | $6K | Buy |
+71
| New | +$6K | 0.01% | 328 |
|