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