Angeles Wealth 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 | $145K | Buy |
665
+365
| +122% | +$79.3K | 0.01% | 347 |
|
|
2025
Q1 | $59.2K | Hold |
300
| – | – | ﹤0.01% | 324 |
|
|
2024
Q4 | $67.3K | Buy |
+300
| New | +$67.3K | 0.01% | 332 |
|
|
2024
Q2 | – | Sell |
-20
| Closed | -$3.68K | – | 325 |
|
|
2024
Q1 | $3.68K | Hold |
20
| – | – | ﹤0.01% | 287 |
|
|
2023
Q4 | $3.58K | Sell |
20
-309
| -94% | -$55.2K | ﹤0.01% | 254 |
|
|
2023
Q3 | $53K | Buy |
+329
| New | +$53K | 0.01% | 197 |
|