Arista 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 | $406K | Hold |
1,870
| – | – | 0.06% | 164 |
|
|
2025
Q1 | $369K | Sell |
1,870
-78
| -4% | -$15.4K | 0.09% | 46 |
|
|
2024
Q4 | $437K | Buy |
1,948
+78
| +4% | +$17.5K | 0.1% | 43 |
|
|
2024
Q3 | $375K | Hold |
1,870
| – | – | 0.09% | 47 |
|
|
2024
Q2 | $341K | Buy |
+1,870
| New | +$341K | 0.09% | 46 |
|
|
2024
Q1 | – | Sell |
-1,870
| Closed | -$334K | – | 60 |
|
|
2023
Q4 | $334K | Hold |
1,870
| – | – | 0.12% | 38 |
|
|
2023
Q3 | $301K | Hold |
1,870
| – | – | 0.12% | 42 |
|
|
2023
Q2 | $318K | Hold |
1,870
| – | – | 0.13% | 42 |
|
|
2023
Q1 | $280K | Sell |
1,870
-42
| -2% | -$6.28K | 0.15% | 52 |
|
|
2022
Q4 | $247K | Buy |
+1,912
| New | +$247K | 0.16% | 57 |
|