180 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
+1,152
| New | +$250K | 0.03% | 366 |
|
|
2025
Q1 | – | Sell |
-985
| Closed | -$221K | – | 450 |
|
|
2024
Q4 | $221K | Buy |
+985
| New | +$221K | 0.03% | 369 |
|
|
2022
Q2 | – | Sell |
-1,199
| Closed | -$221K | – | 404 |
|
|
2022
Q1 | $221K | Sell |
1,199
-28
| -2% | -$5.16K | 0.05% | 335 |
|
|
2021
Q4 | $221K | Sell |
1,227
-122
| -9% | -$22K | 0.05% | 335 |
|
|
2021
Q3 | $255K | Hold |
1,349
| – | – | 0.06% | 306 |
|
|
2021
Q2 | $245K | Hold |
1,349
| – | – | 0.06% | 312 |
|
|
2021
Q1 | $227K | Hold |
1,349
| – | – | 0.06% | 310 |
|
|
2020
Q4 | $225K | Buy |
+1,349
| New | +$225K | 0.06% | 283 |
|