SevenBridge Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-132
| Closed | -$16K | – | 577 |
|
|
2019
Q2 | $16K | Hold |
132
| – | – | 0.01% | 396 |
|
|
2019
Q1 | $15K | Hold |
132
| – | – | 0.01% | 359 |
|
|
2018
Q4 | $13K | Hold |
132
| – | – | 0.01% | 345 |
|
|
2018
Q3 | $16K | Sell |
132
-120
| -48% | -$14.5K | 0.01% | 366 |
|
|
2018
Q2 | $28K | Hold |
252
| – | – | 0.02% | 305 |
|
|
2018
Q1 | $26K | Hold |
252
| – | – | 0.01% | 325 |
|
|
2017
Q4 | $25K | Hold |
252
| – | – | 0.01% | 347 |
|
|
2017
Q3 | $23K | Hold |
252
| – | – | 0.01% | 359 |
|
|
2017
Q2 | $23K | Hold |
252
| – | – | 0.01% | 368 |
|
|
2017
Q1 | $22K | Sell |
252
-260
| -51% | -$22.7K | 0.01% | 361 |
|
|
2016
Q4 | $40K | Hold |
512
| – | – | 0.03% | 283 |
|
|
2016
Q3 | $40K | Sell |
512
-89
| -15% | -$6.95K | 0.03% | 281 |
|
|
2016
Q2 | $47K | Buy |
+601
| New | +$47K | 0.03% | 286 |
|