Trustmark National Bank Trust Department’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-125
| Closed | -$15K | – | 562 |
|
2019
Q2 | $15K | Hold |
125
| – | – | ﹤0.01% | 440 |
|
2019
Q1 | $14K | Hold |
125
| – | – | ﹤0.01% | 446 |
|
2018
Q4 | $12K | Hold |
125
| – | – | ﹤0.01% | 445 |
|
2018
Q3 | $15K | Buy |
+125
| New | +$15K | ﹤0.01% | 459 |
|
2014
Q1 | – | Sell |
-3,000
| Closed | -$200K | – | 358 |
|
2013
Q4 | $200K | Buy |
+3,000
| New | +$200K | 0.02% | 325 |
|