Willingdon Wealth Management’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 | $26K | Sell |
270
-50
| -16% | -$4.82K | 0.01% | 173 |
|
|
2019
Q4 | $40K | Sell |
320
-50
| -14% | -$6.25K | 0.01% | 187 |
|
|
2019
Q3 | $45K | Hold |
370
| – | – | 0.01% | 179 |
|
|
2019
Q2 | $44K | Hold |
370
| – | – | 0.01% | 176 |
|
|
2019
Q1 | $42K | Hold |
370
| – | – | 0.01% | 187 |
|
|
2018
Q4 | $37K | Hold |
370
| – | – | 0.01% | 195 |
|
|
2018
Q3 | $43K | Hold |
370
| – | – | 0.01% | 218 |
|
|
2018
Q2 | $40K | Buy |
+370
| New | +$40K | 0.01% | 191 |
|