SAM
XLY icon

Sequent Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Sequent Asset Management’s Portfolio XLY Stock Details XLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,684
Closed -$211K – 68
2019
Q4 		$211K Buy
+1,684
New +$211K 0.12% 64