Titus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $771K | Hold |
5,605
| – | – | 0.39% | 44 |
|
|
2022
Q1 | $1.04M | Hold |
5,605
| – | – | 0.47% | 36 |
|
|
2021
Q4 | $1.15M | Hold |
5,605
| – | – | 0.52% | 36 |
|
|
2021
Q3 | $1.01M | Sell |
5,605
-450
| -7% | -$80.8K | 0.53% | 32 |
|
|
2021
Q2 | $1.08M | Buy |
6,055
+450
| +8% | +$80.3K | 0.59% | 30 |
|
|
2021
Q1 | $942K | Sell |
5,605
-25
| -0.4% | -$4.2K | 0.55% | 31 |
|
|
2020
Q4 | $905K | Buy |
5,630
+10
| +0.2% | +$1.61K | 0.56% | 32 |
|
|
2020
Q3 | $826K | Sell |
5,620
-380
| -6% | -$55.9K | 0.59% | 32 |
|
|
2020
Q2 | $766K | Sell |
6,000
-75
| -1% | -$9.58K | 0.6% | 36 |
|
|
2020
Q1 | $596K | Hold |
6,075
| – | – | 0.56% | 39 |
|
|
2019
Q4 | $762K | Hold |
6,075
| – | – | 0.76% | 34 |
|
|
2019
Q3 | $733K | Buy |
+6,075
| New | +$733K | 0.67% | 33 |
|