SFM
Stack Financial Management’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 |
-2,357
| Closed | -$301K | – | 54 |
|
|
2020
Q2 | $301K | Buy |
+2,357
| New | +$301K | 0.03% | 48 |
|
|
2020
Q1 | – | Sell |
-2,156
| Closed | -$270K | – | 52 |
|
|
2019
Q4 | $270K | Sell |
2,156
-71
| -3% | -$8.89K | 0.03% | 47 |
|
|
2019
Q3 | $269K | Buy |
+2,227
| New | +$269K | 0.03% | 45 |
|
|
2017
Q1 | – | Sell |
-4,859
| Closed | -$396K | – | 61 |
|
|
2016
Q4 | $396K | Buy |
+4,859
| New | +$396K | 0.04% | 56 |
|