SBA
Secrest Blakey & Associates’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,653
| Closed | -$263K | – | 128 |
|
|
2018
Q4 | $263K | Hold |
2,653
| – | – | 0.22% | 82 |
|
|
2018
Q3 | $311K | Hold |
2,653
| – | – | 0.24% | 80 |
|
|
2018
Q2 | $290K | Sell |
2,653
-421
| -14% | -$46K | 0.23% | 83 |
|
|
2018
Q1 | $311K | Hold |
3,074
| – | – | 0.27% | 87 |
|
|
2017
Q4 | $303K | Buy |
+3,074
| New | +$303K | 0.25% | 84 |
|