TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $58K | Hold |
456
| – | – | 0.02% | 265 |
|
|
2020
Q1 | $45K | Hold |
456
| – | – | 0.02% | 270 |
|
|
2019
Q4 | $57K | Hold |
456
| – | – | 0.02% | 263 |
|
|
2019
Q3 | $55K | Hold |
456
| – | – | 0.02% | 252 |
|
|
2019
Q2 | $54K | Sell |
456
-526
| -54% | -$62.3K | 0.02% | 260 |
|
|
2019
Q1 | $112K | Buy |
982
+729
| +288% | +$83.1K | 0.05% | 187 |
|
|
2018
Q4 | $25K | Hold |
253
| – | – | 0.01% | 334 |
|
|
2018
Q3 | $30K | Hold |
253
| – | – | 0.01% | 339 |
|
|
2018
Q2 | $28K | Hold |
253
| – | – | 0.01% | 340 |
|
|
2018
Q1 | $26K | Buy |
+253
| New | +$26K | 0.01% | 327 |
|