Sargent Investment Group’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
Q2 | – | Sell |
-1,323
| Closed | -$245K | – | 200 |
|
|
2022
Q1 | $245K | Hold |
1,323
| – | – | 0.06% | 164 |
|
|
2021
Q4 | $270K | Hold |
1,323
| – | – | 0.06% | 157 |
|
|
2021
Q3 | $237K | Hold |
1,323
| – | – | 0.06% | 168 |
|
|
2021
Q2 | $236K | Hold |
1,323
| – | – | 0.06% | 175 |
|
|
2021
Q1 | $222K | Hold |
1,323
| – | – | 0.06% | 173 |
|
|
2020
Q4 | $213K | Buy |
+1,323
| New | +$213K | 0.07% | 163 |
|