Sargent Bickham Lagudis’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $585K | Buy |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $721K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $794K | Hold |
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|
2021
Q2 | $790K | Hold |
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|
2021
Q1 | $744K | Buy |
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|
2020
Q4 | $712K | Sell |
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|
2020
Q3 | $805K | Buy |
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|
2020
Q2 | $528K | Sell |
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|
2020
Q1 | $548K | Buy |
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|
2019
Q4 | $464K | Hold |
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|
2019
Q3 | $447K | Sell |
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|
2019
Q2 | $525K | Hold |
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|
2019
Q1 | $501K | Hold |
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|
2018
Q4 | $436K | Hold |
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|
2018
Q3 | $516K | Hold |
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|
2018
Q2 | $481K | Hold |
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|
2018
Q1 | $446K | Hold |
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|
2017
Q4 | $434K | Buy |
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|
2017
Q3 | $267K | Buy |
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|
2017
Q2 | $265K | Buy |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $203K | Buy |
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|
2016
Q3 | $351 | Sell |
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|
2016
Q2 | $372K | Hold |
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|
2016
Q1 | $377K | Buy |
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