WESPAC Advisors SoCal’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 |
-480
| Closed | -$54K | – | 327 |
|
|
2019
Q1 | $54K | Buy |
480
+30
| +7% | +$3.38K | 0.03% | 113 |
|
|
2018
Q4 | $44K | Hold |
450
| – | – | 0.03% | 128 |
|
|
2018
Q3 | $52K | Buy |
+450
| New | +$52K | 0.03% | 128 |
|
|
2018
Q2 | – | Sell |
-680
| Closed | -$68K | – | 262 |
|
|
2018
Q1 | $68K | Buy |
+680
| New | +$68K | 0.04% | 105 |
|