Stearns Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-121
| Closed | -$15K | – | 232 |
|
|
2019
Q4 | $15K | Hold |
121
| – | – | ﹤0.01% | 173 |
|
|
2019
Q3 | $15K | Hold |
121
| – | – | ﹤0.01% | 162 |
|
|
2019
Q2 | $14K | Hold |
121
| – | – | ﹤0.01% | 161 |
|
|
2019
Q1 | $14K | Sell |
121
-564
| -82% | -$65.3K | ﹤0.01% | 163 |
|
|
2018
Q4 | $68K | Buy |
685
+3
| +0.4% | +$298 | 0.01% | 141 |
|
|
2018
Q3 | $80K | Buy |
+682
| New | +$80K | 0.02% | 142 |
|