Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-1,181
| Closed | -$134K | – | 2129 |
|
|
2019
Q1 | $134K | Hold |
1,181
| – | – | 0.01% | 548 |
|
|
2018
Q4 | $117K | Buy |
1,181
+56
| +5% | +$5.55K | 0.01% | 555 |
|
|
2018
Q3 | $132K | Sell |
1,125
-81
| -7% | -$9.5K | 0.01% | 581 |
|
|
2018
Q2 | $132K | Buy |
1,206
+81
| +7% | +$8.87K | 0.01% | 594 |
|
|
2018
Q1 | $114K | Sell |
1,125
-33
| -3% | -$3.34K | 0.01% | 662 |
|
|
2017
Q4 | $114K | Buy |
1,158
+33
| +3% | +$3.25K | 0.01% | 664 |
|
|
2017
Q3 | $101K | Hold |
1,125
| – | – | 0.01% | 703 |
|
|
2017
Q2 | $101K | Hold |
1,125
| – | – | 0.01% | 697 |
|
|
2017
Q1 | $99K | Sell |
1,125
-85
| -7% | -$7.48K | 0.01% | 607 |
|
|
2016
Q4 | $98K | Sell |
1,210
-356
| -23% | -$28.8K | 0.01% | 589 |
|
|
2016
Q3 | $125K | Buy |
1,566
+735
| +88% | +$58.7K | 0.02% | 505 |
|
|
2016
Q2 | $65K | Buy |
+831
| New | +$65K | 0.01% | 662 |
|