Atticus Wealth 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 | $1.64M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.63M | Sell |
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|
2024
Q2 | $1.57M | Sell |
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|
2024
Q1 | $2.07M | Sell |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.39M | Sell |
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|
2022
Q4 | $4.09M | Buy |
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|
2022
Q3 | $4.12M | Hold |
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|
2022
Q2 | $4.12M | Buy |
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|
2022
Q1 | $5.45M | Buy |
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|
2021
Q4 | $5.78M | Buy |
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|
2021
Q3 | $5M | Sell |
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|
2021
Q2 | $5.17M | Buy |
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|
2021
Q1 | $4.85M | Sell |
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|
2020
Q4 | $6.78M | Buy |
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|
2020
Q3 | $5.94M | Sell |
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|
2020
Q2 | $5.25M | Sell |
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|
2020
Q1 | $4.16M | Sell |
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|
2019
Q4 | $5.31M | Buy |
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