TWA
TCI Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24
| Closed | -$3.1K | – | 2654 |
|
|
2022
Q4 | $3.1K | Buy |
+24
| New | +$3.1K | ﹤0.01% | 1845 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$20K | – | 2535 |
|
|
2021
Q3 | $20K | Buy |
+110
| New | +$20K | ﹤0.01% | 687 |
|
|
2020
Q2 | – | Sell |
-28
| Closed | -$3K | – | 1672 |
|
|
2020
Q1 | $3K | Sell |
28
-102
| -78% | -$10.9K | ﹤0.01% | 929 |
|
|
2019
Q4 | $16K | Buy |
130
+28
| +27% | +$3.45K | 0.01% | 608 |
|
|
2019
Q3 | $12K | Sell |
102
-35
| -26% | -$4.12K | 0.01% | 601 |
|
|
2019
Q2 | $16K | Buy |
137
+123
| +879% | +$14.4K | 0.01% | 520 |
|
|
2019
Q1 | $2K | Buy |
14
+12
| +600% | +$1.71K | ﹤0.01% | 1095 |
|
|
2018
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1676 |
|
|
2018
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1596 |
|
|
2018
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1612 |
|
|
2015
Q1 | – | Sell |
-202
| Closed | -$15K | – | 962 |
|
|
2014
Q4 | $15K | Hold |
202
| – | – | 0.01% | 391 |
|
|
2014
Q3 | $13K | Hold |
202
| – | – | 0.01% | 406 |
|
|
2014
Q2 | $13K | Buy |
+202
| New | +$13K | 0.01% | 425 |
|