9258 Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.03M | Buy |
|
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|
2024
Q2 | $901K | Buy |
|
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|
2024
Q1 | $889K | Buy |
|
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|
2023
Q4 | $857K | Sell |
|
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|
2023
Q3 | $803K | Hold |
|
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|
2023
Q2 | $847K | Sell |
|
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|
2023
Q1 | $781K | Buy |
|
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|
2022
Q4 | $426K | Sell |
|
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|
2022
Q3 | $644K | Sell |
|
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|
2022
Q2 | $722K | Buy |
|
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|
2022
Q1 | $911K | Sell |
|
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|
2021
Q4 | $1.28M | Buy |
|
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|
2021
Q3 | $1.09M | Buy |
|
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|
2021
Q2 | $1.07M | Buy |
|
|||||
|
2021
Q1 | $816K | Buy |
|
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|
2020
Q4 | $753K | Buy |
|
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|
2020
Q3 | $467K | Sell |
|
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|
2020
Q2 | $476K | Sell |
|
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|
2020
Q1 | $472K | Buy |
|
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|
2019
Q4 | $458K | Hold |
|
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|
2019
Q3 | $441K | Sell |
|
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|
2019
Q2 | $455K | Buy |
|
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|
2019
Q1 | $418K | Sell |
|
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|
2018
Q4 | $440K | Buy |
|