TMWM
Taylor & Morgan Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,119
| Closed | -$206K | – | 68 |
|
|
2024
Q1 | $206K | Hold |
1,119
| – | – | 0.15% | 65 |
|
|
2023
Q4 | $200K | Buy |
+1,119
| New | +$200K | 0.16% | 62 |
|
|
2023
Q3 | – | Sell |
-1,219
| Closed | -$207K | – | 65 |
|
|
2023
Q2 | $207K | Sell |
1,219
-418
| -26% | -$71K | 0.17% | 60 |
|
|
2023
Q1 | $245K | Sell |
1,637
-100
| -6% | -$15K | 0.21% | 55 |
|
|
2022
Q4 | $224K | Hold |
1,737
| – | – | 0.21% | 57 |
|
|
2022
Q3 | $247K | Sell |
1,737
-97
| -5% | -$13.8K | 0.25% | 54 |
|
|
2022
Q2 | $252K | Buy |
1,834
+340
| +23% | +$46.7K | 0.24% | 57 |
|
|
2022
Q1 | $276K | Buy |
+1,494
| New | +$276K | 0.23% | 53 |
|