TCWA
Ten Capital 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
Q2 | – | Sell |
-28
| Closed | -$4.19K | – | 574 |
|
|
2023
Q1 | $4.19K | Hold |
28
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $3.62K | Hold |
28
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $4K | Hold |
28
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $6K | Sell |
28
-875
| -97% | -$188K | ﹤0.01% | 361 |
|
|
2021
Q3 | $162K | Sell |
903
-35,239
| -98% | -$6.32M | 0.08% | 79 |
|
|
2021
Q2 | $6.45M | Sell |
36,142
-3,091
| -8% | -$552K | 1.46% | 20 |
|
|
2021
Q1 | $6.59M | Sell |
39,233
-4,129
| -10% | -$694K | 1.61% | 18 |
|
|
2020
Q4 | $6.97M | Sell |
43,362
-261
| -0.6% | -$42K | 1.95% | 15 |
|
|
2020
Q3 | $6.41M | Buy |
+43,623
| New | +$6.41M | 2.16% | 14 |
|