RG
Retirement Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.33K | Sell |
29
-3,214
| -99% | -$591K | ﹤0.01% | 552 |
|
|
2023
Q4 | $580K | Buy |
3,243
+3,214
| +11,083% | +$575K | 0.23% | 57 |
|
|
2023
Q3 | $4.67K | Buy |
+29
| New | +$4.67K | ﹤0.01% | 493 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$4K | – | 819 |
|
|
2022
Q2 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 565 |
|