WealthSource Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $824K | Buy |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $514K | Sell |
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|
2019
Q3 | $5.04M | Buy |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.61M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.1M | Sell |
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|
2018
Q1 | $4.58M | Sell |
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|
2017
Q4 | $4.58M | Buy |
|