Stone Toro Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $442K | Hold |
5,863
| – | – | 4.45% | 3 |
|
|
2014
Q4 | $423K | Buy |
5,863
+40
| +0.7% | +$2.89K | 1.09% | 31 |
|
|
2014
Q3 | $388K | Hold |
5,823
| – | – | 0.92% | 34 |
|
|
2014
Q2 | $389K | Sell |
5,823
-527
| -8% | -$35.2K | 1.12% | 32 |
|
|
2014
Q1 | $411K | Sell |
6,350
-31
| -0.5% | -$2.01K | 0.58% | 42 |
|
|
2013
Q4 | $426K | Sell |
6,381
-208
| -3% | -$13.9K | 0.38% | 65 |
|
|
2013
Q3 | $399K | Buy |
+6,589
| New | +$399K | 0.26% | 77 |
|