Stellar Capital Management’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
Q2 | $227K | Buy |
+1,781
| New | +$227K | 0.15% | 73 |
|
2020
Q1 | – | Sell |
-1,977
| Closed | -$248K | – | 85 |
|
2019
Q4 | $248K | Sell |
1,977
-100
| -5% | -$12.5K | 0.15% | 75 |
|
2019
Q3 | $251K | Hold |
2,077
| – | – | 0.16% | 75 |
|
2019
Q2 | $236K | Hold |
2,077
| – | – | 0.15% | 78 |
|
2019
Q1 | $236K | Buy |
2,077
+35
| +2% | +$3.98K | 0.15% | 78 |
|
2018
Q4 | $203K | Sell |
2,042
-150
| -7% | -$14.9K | 0.16% | 80 |
|
2018
Q3 | $257K | Buy |
2,192
+25
| +1% | +$2.93K | 0.16% | 77 |
|
2018
Q2 | $237K | Buy |
+2,167
| New | +$237K | 0.16% | 76 |
|