Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.38K | Hold |
24
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $4.81K | Hold |
24
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $4.38K | Buy |
+24
| New | +$4.38K | ﹤0.01% | 541 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 833 |
|
|
2022
Q1 | – | Sell |
-101
| Closed | -$21K | – | 778 |
|
|
2021
Q4 | $21K | Buy |
+101
| New | +$21K | 0.01% | 423 |
|