Searcy Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-95,976
| Closed | -$12M | – | 17 |
|
|
2019
Q4 | $12M | Sell |
95,976
-2,471
| -3% | -$310K | 8.64% | 7 |
|
|
2019
Q3 | $11.9M | Sell |
98,447
-2,310
| -2% | -$279K | 8.8% | 7 |
|
|
2019
Q2 | $12M | Sell |
100,757
-222
| -0.2% | -$26.5K | 9.43% | 7 |
|
|
2019
Q1 | $11.5M | Sell |
100,979
-11,955
| -11% | -$1.36M | 9.42% | 7 |
|
|
2018
Q4 | $11.2M | Buy |
+112,934
| New | +$11.2M | 14.18% | 4 |
|