WESPAC Advisors’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
Q1 | – | Sell |
-4,892
| Closed | -$614K | – | 96 |
|
|
2019
Q4 | $614K | Sell |
4,892
-6,766
| -58% | -$849K | 0.6% | 60 |
|
|
2019
Q3 | $1.41M | Buy |
+11,658
| New | +$1.41M | 1.4% | 31 |
|
|
2016
Q4 | – | Sell |
-18,184
| Closed | -$1.46M | – | 142 |
|
|
2016
Q3 | $1.46M | Sell |
18,184
-1,551
| -8% | -$124K | 1.64% | 20 |
|
|
2016
Q2 | $1.54M | Buy |
19,735
+2,631
| +15% | +$205K | 1.59% | 19 |
|
|
2016
Q1 | $1.35M | Buy |
+17,104
| New | +$1.35M | 1.68% | 19 |
|
|
2013
Q4 | – | Sell |
-22,098
| Closed | -$1.34M | – | 151 |
|
|
2013
Q3 | $1.34M | Sell |
22,098
-1,612
| -7% | -$97.8K | 1.56% | 17 |
|
|
2013
Q2 | $1.34M | Buy |
+23,710
| New | +$1.34M | 2.03% | 9 |
|