SMFS
Squar Milner Financial Services’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
Q3 | – | Sell |
-2,268
| Closed | -$290K | – | 202 |
|
|
2020
Q2 | $290K | Buy |
2,268
+1,684
| +288% | +$215K | 0.16% | 157 |
|
|
2020
Q1 | $57K | Sell |
584
-1
| -0.2% | -$98 | 0.03% | 348 |
|
|
2019
Q4 | $73K | Sell |
585
-1,686
| -74% | -$210K | 0.04% | 379 |
|
|
2019
Q3 | $334K | Buy |
2,271
+1,687
| +289% | +$248K | 0.17% | 145 |
|
|
2019
Q2 | $70K | Hold |
584
| – | – | 0.05% | 315 |
|
|
2019
Q1 | $66K | Hold |
584
| – | – | 0.05% | 294 |
|
|
2018
Q4 | $58K | Hold |
584
| – | – | 0.06% | 275 |
|
|
2018
Q3 | $68K | Sell |
584
-1,645
| -74% | -$192K | 0.06% | 272 |
|
|
2018
Q2 | $244K | Buy |
2,229
+3
| +0.1% | +$328 | 0.22% | 127 |
|
|
2018
Q1 | $225K | Buy |
2,226
+5
| +0.2% | +$505 | 0.28% | 132 |
|
|
2017
Q4 | $241K | Buy |
+2,221
| New | +$241K | 0.29% | 124 |
|