Triumph Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,282
| Closed | -$599K | – | 311 |
|
|
2024
Q2 | $599K | Buy |
+3,282
| New | +$599K | 0.23% | 102 |
|
|
2023
Q1 | – | Sell |
-6,683
| Closed | -$863K | – | 240 |
|
|
2022
Q4 | $863K | Buy |
6,683
+3,792
| +131% | +$490K | 0.46% | 43 |
|
|
2022
Q3 | $412K | Buy |
+2,891
| New | +$412K | 0.22% | 104 |
|
|
2022
Q1 | – | Sell |
-2,270
| Closed | -$464K | – | 258 |
|
|
2021
Q4 | $464K | Sell |
2,270
-25
| -1% | -$5.11K | 0.2% | 108 |
|
|
2021
Q3 | $412K | Hold |
2,295
| – | – | 0.19% | 120 |
|
|
2021
Q2 | $416K | Buy |
+2,295
| New | +$416K | 0.24% | 100 |
|