Alpine Woods Capital Investors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $455K | Hold |
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|
2025
Q2 | $413K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $340K | Hold |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $3.4M | Hold |
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|
2022
Q2 | $3.29M | Hold |
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|
2022
Q1 | $4.42M | Sell |
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|
2021
Q4 | $5.42M | Hold |
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|
2021
Q3 | $4.75M | Hold |
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|
2021
Q2 | $4.73M | Hold |
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|
2021
Q1 | $4.45M | Hold |
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|
2020
Q4 | $4.26M | Hold |
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|
2020
Q3 | $3.9M | Hold |
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|
2020
Q2 | $3.38M | Hold |
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|
2020
Q1 | $2.6M | Buy |
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|
2019
Q4 | $564K | Hold |
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|
2019
Q3 | $543K | Sell |
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|
2019
Q2 | $1.79M | Hold |
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|
2019
Q1 | $1.71M | Hold |
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|
2018
Q4 | $1.49M | Buy |
|