Alpha Cubed Investments’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
Q1 | – | Sell |
-972
| Closed | -$218K | – | 316 |
|
|
2024
Q4 | $218K | Buy |
+972
| New | +$218K | 0.01% | 239 |
|
|
2024
Q2 | – | Sell |
-2,713
| Closed | -$499K | – | 316 |
|
|
2024
Q1 | $499K | Sell |
2,713
-1,050
| -28% | -$193K | 0.03% | 152 |
|
|
2023
Q4 | $673K | Buy |
+3,763
| New | +$673K | 0.04% | 139 |
|
|
2022
Q4 | – | Sell |
-1,402
| Closed | -$200K | – | 294 |
|
|
2022
Q3 | $200K | Buy |
+1,402
| New | +$200K | 0.02% | 232 |
|