TAP Consulting’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 | $868K | Sell |
3,869
-634
| -14% | -$142K | 0.18% | 103 |
|
2024
Q3 | $902K | Sell |
4,503
-3,056
| -40% | -$612K | 0.18% | 107 |
|
2024
Q2 | $1.38M | Buy |
7,559
+5,454
| +259% | +$995K | 0.29% | 90 |
|
2024
Q1 | $387K | Buy |
+2,105
| New | +$387K | 0.09% | 128 |
|
2022
Q1 | – | Sell |
-631
| Closed | -$129K | – | 551 |
|
2021
Q4 | $129K | Buy |
+631
| New | +$129K | 0.03% | 166 |
|