Anchor Investment Management’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
Q2 | $105K | Buy |
484
+30
| +7% | +$6.52K | 0.01% | 463 |
|
|
2025
Q1 | $89.6K | Buy |
454
+10
| +2% | +$1.98K | 0.01% | 480 |
|
|
2024
Q4 | $99.6K | Hold |
444
| – | – | 0.01% | 461 |
|
|
2024
Q3 | $89K | Hold |
444
| – | – | 0.01% | 488 |
|
|
2024
Q2 | $81K | Buy |
444
+12
| +3% | +$2.19K | 0.01% | 461 |
|
|
2024
Q1 | $79.4K | Buy |
432
+14
| +3% | +$2.57K | 0.01% | 479 |
|
|
2023
Q4 | $74.7K | Sell |
418
-27
| -6% | -$4.83K | 0.01% | 477 |
|
|
2023
Q3 | $71.6K | Buy |
445
+52
| +13% | +$8.37K | 0.01% | 468 |
|
|
2023
Q2 | $66.7K | Hold |
393
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $58.8K | Hold |
393
| – | – | 0.01% | 507 |
|
|
2022
Q4 | $50.8K | Buy |
393
+317
| +417% | +$40.9K | 0.01% | 525 |
|
|
2022
Q3 | $10.8K | Hold |
76
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $10.4K | Sell |
76
-135
| -64% | -$18.6K | ﹤0.01% | 728 |
|
|
2022
Q1 | $39K | Sell |
211
-351
| -62% | -$64.9K | ﹤0.01% | 582 |
|
|
2021
Q4 | $115K | Buy |
562
+69
| +14% | +$14.1K | 0.01% | 463 |
|
|
2021
Q3 | $88.5K | Hold |
493
| – | – | 0.01% | 463 |
|
|
2021
Q2 | $88K | Hold |
493
| – | – | 0.01% | 475 |
|
|
2021
Q1 | $82.9K | Hold |
493
| – | – | 0.01% | 452 |
|
|
2020
Q4 | $79.3K | Hold |
493
| – | – | 0.01% | 407 |
|
|
2020
Q3 | $72.5K | Hold |
493
| – | – | 0.01% | 396 |
|
|
2020
Q2 | $63K | Hold |
493
| – | – | 0.01% | 401 |
|
|
2020
Q1 | $48.4K | Hold |
493
| – | – | 0.01% | 424 |
|
|
2019
Q4 | $61.8K | Hold |
493
| – | – | 0.01% | 434 |
|
|
2019
Q3 | $59.5K | Hold |
493
| – | – | 0.01% | 435 |
|
|
2019
Q2 | $58.8K | Hold |
493
| – | – | 0.01% | 434 |
|
|
2019
Q1 | $56.1K | Hold |
493
| – | – | 0.01% | 426 |
|
|
2018
Q4 | $48.8K | Hold |
493
| – | – | 0.01% | 435 |
|
|
2018
Q3 | $57.8K | Hold |
493
| – | – | 0.01% | 456 |
|
|
2018
Q2 | $53.9K | Hold |
493
| – | – | 0.01% | 473 |
|
|
2018
Q1 | $49.9K | Hold |
493
| – | – | 0.01% | 477 |
|
|
2017
Q4 | $48.7K | Hold |
493
| – | – | 0.01% | 467 |
|
|
2017
Q3 | $44.4K | Buy |
493
+282
| +134% | +$25.4K | 0.01% | 470 |
|
|
2017
Q2 | $18.9K | Hold |
211
| – | – | 0.01% | 500 |
|
|
2017
Q1 | $18.6K | Hold |
211
| – | – | 0.01% | 494 |
|
|
2016
Q4 | $17.2K | Hold |
211
| – | – | 0.01% | 485 |
|
|
2016
Q3 | $16.9K | Buy |
211
+135
| +178% | +$10.8K | 0.01% | 461 |
|
|
2016
Q2 | $5.93K | Buy |
+76
| New | +$5.93K | ﹤0.01% | 565 |
|