Weaver Consulting Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-175
| Closed | -$26K | – | 927 |
|
|
2020
Q3 | $26K | Buy |
175
+14
| +9% | +$2.08K | 0.02% | 370 |
|
|
2020
Q2 | $21K | Hold |
161
| – | – | 0.01% | 386 |
|
|
2020
Q1 | $16K | Hold |
161
| – | – | 0.01% | 365 |
|
|
2019
Q4 | $19K | Buy |
161
+61
| +61% | +$7.2K | 0.01% | 374 |
|
|
2019
Q3 | $12K | Hold |
100
| – | – | 0.01% | 446 |
|
|
2019
Q2 | $12K | Hold |
100
| – | – | 0.01% | 426 |
|
|
2019
Q1 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 880 |
|