Resurgent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-324
| Closed | -$57.9K | – | 495 |
|
|
2023
Q4 | $57.9K | Hold |
324
| – | – | 0.04% | 306 |
|
|
2023
Q3 | $52.2K | Buy |
324
+171
| +112% | +$27.5K | 0.04% | 319 |
|
|
2023
Q2 | $26K | Sell |
153
-1
| -0.6% | -$170 | 0.02% | 443 |
|
|
2023
Q1 | $23K | Sell |
154
-45
| -23% | -$6.73K | 0.02% | 453 |
|
|
2022
Q4 | $25.7K | Buy |
+199
| New | +$25.7K | 0.01% | 568 |
|