Atlantic Private Wealth’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 | $125K | Hold |
575
| – | – | 0.08% | 64 |
|
|
2025
Q1 | $114K | Hold |
575
| – | – | 0.08% | 73 |
|
|
2024
Q4 | $129K | Hold |
575
| – | – | 0.1% | 57 |
|
|
2024
Q3 | $115K | Hold |
575
| – | – | 0.09% | 56 |
|
|
2024
Q2 | $105K | Hold |
575
| – | – | 0.09% | 48 |
|
|
2024
Q1 | $106K | Hold |
575
| – | – | 0.09% | 52 |
|
|
2023
Q4 | $103K | Hold |
575
| – | – | 0.09% | 50 |
|
|
2023
Q3 | $92.6K | Hold |
575
| – | – | 0.09% | 44 |
|
|
2023
Q2 | $97.6K | Buy |
+575
| New | +$97.6K | 0.1% | 45 |
|