WBI Investments’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-13,754
| Closed | -$1.36M | – | 341 |
|
2017
Q4 | $1.36M | Buy |
+13,754
| New | +$1.36M | 0.06% | 184 |
|
2017
Q3 | – | Sell |
-5,211
| Closed | -$467K | – | 389 |
|
2017
Q2 | $467K | Buy |
+5,211
| New | +$467K | 0.02% | 250 |
|
2017
Q1 | – | Sell |
-2,799
| Closed | -$228K | – | 386 |
|
2016
Q4 | $228K | Buy |
+2,799
| New | +$228K | 0.01% | 273 |
|