WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6
| Closed | -$1.02K | – | 1197 |
|
|
2023
Q2 | $1.02K | Hold |
6
| – | – | ﹤0.01% | 1137 |
|
|
2023
Q1 | $897 | Buy |
+6
| New | +$897 | ﹤0.01% | 1211 |
|
|
2016
Q3 | $89.3K | Sell |
1,120
-158
| -12% | -$12.6K | 0.03% | 244 |
|
|
2016
Q2 | $95.2K | Buy |
+1,278
| New | +$95.2K | 0.01% | 627 |
|
|
2015
Q4 | $118K | Buy |
+1,664
| New | +$118K | 0.02% | 376 |
|
|
2015
Q2 | – | Sell |
-623
| Closed | -$47K | – | 519 |
|
|
2015
Q1 | $47K | Buy |
+623
| New | +$47K | 0.02% | 248 |
|