Strategic Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $11.7M | Sell |
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|
2021
Q3 | $11M | Sell |
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|
2021
Q2 | $12.1M | Buy |
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|
2021
Q1 | $9.78M | Buy |
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|
2020
Q4 | $5.55M | Sell |
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|
2020
Q3 | $5.57M | Sell |
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|
2020
Q2 | $4.93M | Sell |
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|
2020
Q1 | $5.07M | Buy |
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|
2019
Q4 | $5.57M | Buy |
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|
2019
Q3 | $2.88M | Sell |
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|
2019
Q2 | $3.04M | Sell |
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|
2019
Q1 | $2.92M | Sell |
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|
2018
Q4 | $3.03M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.22M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.87M | Hold |
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|
2015
Q3 | $3.68M | Buy |
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|
2015
Q2 | $2.6M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.52M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $7.24M | Sell |
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|
2014
Q1 | $7.02M | Buy |
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