TCI Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-48
Closed -$3.1K 2654
2022
Q4
$3.1K Buy
+48
New +$3.35K ﹤0.01% 1845
2021
Q4
Sell
-220
Closed -$20K 2548
2021
Q3
$20K Buy
+220
New +$20K ﹤0.01% 702
2020
Q2
Sell
-56
Closed -$3K 1692
2020
Q1
$3K Sell
56
-204
-78% -$12K ﹤0.01% 939
2019
Q4
$16K Buy
260
+56
+27% +$3.41K 0.01% 612
2019
Q3
$12K Sell
204
-70
-26% -$4.22K 0.01% 605
2019
Q2
$16K Buy
274
+246
+879% +$14.4K 0.01% 524
2019
Q1
$2K Buy
28
+24
+600% +$1.3K ﹤0.01% 1101
2018
Q4
$0 Hold
4
﹤0.01% 1685
2018
Q3
$0 Hold
4
﹤0.01% 1605
2018
Q2
$0 Buy
+4
New +$211 ﹤0.01% 1618
2015
Q1
Sell
-404
Closed -$15K 966
2014
Q4
$15K Hold
404
0.01% 391
2014
Q3
$13K Hold
404
0.01% 406
2014
Q2
$13K Buy
+404
New +$13.1K 0.01% 425

Other funds holding XLY