Anchor Investment Management’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 | $116K | Hold |
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|
2025
Q2 | $105K | Buy |
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|
2025
Q1 | $89.6K | Buy |
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|
2024
Q4 | $99.6K | Hold |
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|
2024
Q3 | $89K | Hold |
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|
2024
Q2 | $81K | Buy |
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|
2024
Q1 | $79.4K | Buy |
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|
2023
Q4 | $74.7K | Sell |
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|
2023
Q3 | $71.6K | Buy |
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|
2023
Q2 | $66.7K | Hold |
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|
2023
Q1 | $58.8K | Hold |
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|
2022
Q4 | $50.8K | Buy |
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|
2022
Q3 | $10.8K | Hold |
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|
2022
Q2 | $10.4K | Sell |
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|
2022
Q1 | $39K | Sell |
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|
2021
Q4 | $115K | Buy |
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|
2021
Q3 | $88.5K | Hold |
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|
2021
Q2 | $88K | Hold |
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|
2021
Q1 | $82.9K | Hold |
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|
2020
Q4 | $79.3K | Hold |
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|
2020
Q3 | $72.5K | Hold |
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|
2020
Q2 | $63K | Hold |
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|
2020
Q1 | $48.4K | Hold |
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|
2019
Q4 | $61.8K | Hold |
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|
2019
Q3 | $59.5K | Hold |
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|
2019
Q2 | $58.8K | Hold |
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|
2019
Q1 | $56.1K | Hold |
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|
2018
Q4 | $48.8K | Hold |
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|
2018
Q3 | $57.8K | Hold |
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|
2018
Q2 | $53.9K | Hold |
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|
2018
Q1 | $49.9K | Hold |
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|
2017
Q4 | $48.7K | Hold |
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|
2017
Q3 | $44.4K | Buy |
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|
2017
Q2 | $18.9K | Hold |
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|
2017
Q1 | $18.6K | Hold |
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|
2016
Q4 | $17.2K | Hold |
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|
2016
Q3 | $16.9K | Buy |
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|
2016
Q2 | $5.93K | Buy |
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