SWS Partners’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
Q3
Sell
-107
Closed -$19.5K 306
2024
Q2
$19.5K Buy
+107
New +$19.5K 0.01% 204
2018
Q2
Sell
-334
Closed -$33K 332
2018
Q1
$33K Sell
334
-34
-9% -$3.36K 0.02% 176
2017
Q4
$36K Buy
+368
New +$36K 0.03% 178