Tilia Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-280
| Closed | -$47.6K | – | 516 |
|
|
2023
Q2 | $47.6K | Hold |
280
| – | – | 0.04% | 223 |
|
|
2023
Q1 | $41.9K | Hold |
280
| – | – | 0.04% | 230 |
|
|
2022
Q4 | $36.1K | Buy |
280
+1
| +0.4% | +$129 | 0.03% | 229 |
|
|
2022
Q3 | $39K | Hold |
279
| – | – | 0.04% | 221 |
|
|
2022
Q2 | $39K | Sell |
279
-75
| -21% | -$10.5K | 0.04% | 229 |
|
|
2022
Q1 | $65K | Buy |
354
+74
| +26% | +$13.6K | 0.06% | 197 |
|
|
2021
Q4 | $57K | Buy |
+280
| New | +$57K | 0.05% | 210 |
|