WestHill Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-167
| Closed | -$26.9K | – | 122 |
|
|
2023
Q3 | $26.9K | Sell |
167
-11
| -6% | -$1.77K | 0.01% | 92 |
|
|
2023
Q2 | $30.2K | Buy |
178
+11
| +7% | +$1.87K | 0.01% | 87 |
|
|
2023
Q1 | $25K | Hold |
167
| – | – | 0.01% | 90 |
|
|
2022
Q4 | $21.6K | Hold |
167
| – | – | 0.01% | 96 |
|
|
2022
Q3 | $24K | Hold |
167
| – | – | 0.01% | 87 |
|
|
2022
Q2 | $23K | Hold |
167
| – | – | 0.01% | 91 |
|
|
2022
Q1 | $31K | Hold |
167
| – | – | 0.01% | 95 |
|
|
2021
Q4 | $34K | Hold |
167
| – | – | 0.01% | 96 |
|
|
2021
Q3 | $30K | Buy |
+167
| New | +$30K | 0.01% | 82 |
|
|
2021
Q1 | $28K | Buy |
+167
| New | +$28K | 0.01% | 72 |
|