AWM
Atticus Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
7,534
+288
| +4% | +$62.6K | 0.44% | 39 |
|
|
2025
Q1 | $1.43M | Sell |
7,246
-885
| -11% | -$175K | 0.47% | 35 |
|
|
2024
Q4 | $1.82M | Sell |
8,131
-23
| -0.3% | -$5.16K | 0.57% | 32 |
|
|
2024
Q3 | $1.63M | Sell |
8,154
-438
| -5% | -$87.8K | 0.52% | 32 |
|
|
2024
Q2 | $1.57M | Sell |
8,592
-2,685
| -24% | -$490K | 0.51% | 31 |
|
|
2024
Q1 | $2.07M | Sell |
11,277
-928
| -8% | -$171K | 0.68% | 25 |
|
|
2023
Q4 | $2.18M | Sell |
12,205
-1,893
| -13% | -$338K | 0.77% | 23 |
|
|
2023
Q3 | $2.27M | Sell |
14,098
-290
| -2% | -$46.7K | 0.87% | 22 |
|
|
2023
Q2 | $2.44M | Sell |
14,388
-1,607
| -10% | -$273K | 0.9% | 21 |
|
|
2023
Q1 | $2.39M | Sell |
15,995
-15,665
| -49% | -$2.34M | 0.91% | 21 |
|
|
2022
Q4 | $4.09M | Buy |
31,660
+1,719
| +6% | +$222K | 1.68% | 13 |
|
|
2022
Q3 | $4.12M | Hold |
29,941
| – | – | 1.99% | 10 |
|
|
2022
Q2 | $4.12M | Buy |
29,941
+497
| +2% | +$68.3K | 1.71% | 13 |
|
|
2022
Q1 | $5.45M | Buy |
29,444
+1,170
| +4% | +$216K | 1.99% | 15 |
|
|
2021
Q4 | $5.78M | Buy |
28,274
+389
| +1% | +$79.5K | 2.26% | 14 |
|
|
2021
Q3 | $5M | Sell |
27,885
-1,077
| -4% | -$193K | 2.2% | 11 |
|
|
2021
Q2 | $5.17M | Buy |
28,962
+126
| +0.4% | +$22.5K | 2.25% | 11 |
|
|
2021
Q1 | $4.85M | Sell |
28,836
-13,306
| -32% | -$2.24M | 2.31% | 11 |
|
|
2020
Q4 | $6.78M | Buy |
42,142
+1,748
| +4% | +$281K | 3.41% | 7 |
|
|
2020
Q3 | $5.94M | Sell |
40,394
-711
| -2% | -$105K | 3.54% | 7 |
|
|
2020
Q2 | $5.25M | Sell |
41,105
-1,264
| -3% | -$161K | 3.47% | 7 |
|
|
2020
Q1 | $4.16M | Sell |
42,369
-1
| -0% | -$98 | 3.35% | 6 |
|
|
2019
Q4 | $5.31M | Buy |
+42,370
| New | +$5.31M | 3.39% | 5 |
|