SageView Advisory Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,130
| Closed | -$545K | – | 888 |
|
|
2023
Q4 | $545K | Sell |
3,130
-3,296
| -51% | -$574K | 0.02% | 373 |
|
|
2023
Q3 | $1.03M | Buy |
6,426
+764
| +13% | +$123K | 0.06% | 207 |
|
|
2023
Q2 | $962K | Buy |
5,662
+3,274
| +137% | +$556K | 0.05% | 233 |
|
|
2023
Q1 | $357K | Buy |
+2,388
| New | +$357K | 0.02% | 358 |
|