UFA
US Financial Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,805
| Closed | -$303K | – | 145 |
|
|
2021
Q1 | $303K | Buy |
1,805
+117
| +7% | +$19.6K | 0.08% | 116 |
|
|
2020
Q4 | $271K | Buy |
+1,688
| New | +$271K | 0.08% | 104 |
|
|
2016
Q2 | – | Sell |
-808
| Closed | -$64K | – | 408 |
|
|
2016
Q1 | $64K | Sell |
808
-66,151
| -99% | -$5.24M | 0.11% | 80 |
|
|
2015
Q4 | $5.23M | Buy |
66,959
+65,547
| +4,642% | +$5.12M | 4.97% | 8 |
|
|
2015
Q3 | $105K | Sell |
1,412
-83,380
| -98% | -$6.2M | 0.17% | 66 |
|
|
2015
Q2 | $6.49M | Sell |
84,792
-1,653
| -2% | -$126K | 6.12% | 2 |
|
|
2015
Q1 | $6.51M | Sell |
86,445
-5,330
| -6% | -$402K | 5.92% | 2 |
|
|
2014
Q4 | $6.62M | Buy |
+91,775
| New | +$6.62M | 5.91% | 4 |
|