Squar Milner Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $57K | Sell |
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|
2019
Q4 | $73K | Sell |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $66K | Hold |
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|
2018
Q4 | $58K | Hold |
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|
2018
Q3 | $68K | Sell |
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|
2018
Q2 | $244K | Buy |
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|
2018
Q1 | $225K | Buy |
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|
2017
Q4 | $241K | Buy |
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