SIC
Sigma Investment Counselors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,509
| Closed | -$222K | – | 177 |
|
|
2020
Q3 | $222K | Buy |
+1,509
| New | +$222K | 0.04% | 114 |
|
|
2017
Q1 | – | Sell |
-2,770
| Closed | -$225K | – | 143 |
|
|
2016
Q4 | $225K | Sell |
2,770
-557
| -17% | -$45.2K | 0.04% | 116 |
|
|
2016
Q3 | $266K | Hold |
3,327
| – | – | 0.04% | 109 |
|
|
2016
Q2 | $260K | Buy |
+3,327
| New | +$260K | 0.04% | 112 |
|