Asset Advisors 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
Q2 | $6.68M | Sell |
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|
2025
Q1 | $6.31M | Buy |
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|
2024
Q4 | $7.09M | Buy |
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|
2024
Q3 | $5.6M | Buy |
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|
2024
Q2 | $5.01M | Buy |
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|
2024
Q1 | $2.63M | Buy |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $4.05M | Sell |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $3.43M | Buy |
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|
2021
Q1 | $2.69M | Buy |
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