Simplicity Solutions’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.08M | Sell |
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|
2021
Q1 | $2.16M | Sell |
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|
2020
Q4 | $16.6M | Buy |
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|
2020
Q3 | $14.9M | Sell |
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|
2020
Q2 | $13M | Buy |
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|
2020
Q1 | $4.46M | Sell |
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|
2019
Q4 | $7.98M | Buy |
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|
2019
Q3 | $3.75M | Buy |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $2.86M | Buy |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $1.86M | Buy |
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|
2017
Q4 | $459K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.42M | Sell |
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|
2016
Q1 | $4.05M | Sell |
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|
2015
Q4 | $5.22M | Buy |
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|
2015
Q3 | $1.88M | Buy |
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|
2015
Q2 | $1.86M | Buy |
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|
2015
Q1 | $1.47M | Buy |
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