Annis Gardner Whiting Capital Advisors’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 | $45.9K | Buy |
211
+112
| +113% | +$24.3K | 0.02% | 434 |
|
|
2025
Q1 | $19.6K | Hold |
99
| – | – | 0.01% | 457 |
|
|
2024
Q4 | $22.2K | Hold |
99
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $19.8K | Sell |
99
-22
| -18% | -$4.4K | 0.01% | 458 |
|
|
2024
Q2 | $22K | Buy |
121
+1
| +0.8% | +$182 | 0.01% | 550 |
|
|
2024
Q1 | $22.1K | Hold |
120
| – | – | 0.01% | 532 |
|
|
2023
Q4 | $21.5K | Hold |
120
| – | – | 0.01% | 390 |
|
|
2023
Q3 | $19.3K | Buy |
+120
| New | +$19.3K | 0.01% | 392 |
|