Sowa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,794
| Closed | -$332K | – | 64 |
|
|
2022
Q1 | $332K | Sell |
1,794
-281
| -14% | -$52K | 0.2% | 50 |
|
|
2021
Q4 | $424K | Sell |
2,075
-56
| -3% | -$11.4K | 0.25% | 45 |
|
|
2021
Q3 | $383K | Sell |
2,131
-73
| -3% | -$13.1K | 0.25% | 47 |
|
|
2021
Q2 | $394K | Buy |
2,204
+70
| +3% | +$12.5K | 0.29% | 45 |
|
|
2021
Q1 | $359K | Buy |
+2,134
| New | +$359K | 0.25% | 51 |
|