Atwood & Palmer’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 | $3.04K | Sell |
14
-15
| -52% | -$3.26K | ﹤0.01% | 453 |
|
|
2025
Q1 | $5.73K | Hold |
29
| – | – | ﹤0.01% | 358 |
|
|
2024
Q4 | $6.51K | Hold |
29
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $5.81K | Sell |
29
-3
| -9% | -$601 | ﹤0.01% | 369 |
|
|
2024
Q2 | $5.84K | Buy |
+32
| New | +$5.84K | ﹤0.01% | 356 |
|
|
2019
Q4 | – | Sell |
-60
| Closed | -$7K | – | 306 |
|
|
2019
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 266 |
|
|
2019
Q2 | $7K | Hold |
60
| – | – | ﹤0.01% | 261 |
|
|
2019
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 274 |
|
|
2018
Q4 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 275 |
|
|
2018
Q3 | – | Sell |
-6
| Closed | -$1K | – | 339 |
|
|
2018
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 310 |
|
|
2016
Q1 | – | Sell |
-167
| Closed | -$13K | – | 395 |
|
|
2015
Q4 | $13K | Hold |
167
| – | – | ﹤0.01% | 308 |
|
|
2015
Q3 | $12K | Buy |
+167
| New | +$12K | ﹤0.01% | 322 |
|
|
2014
Q4 | – | Sell |
-274
| Closed | -$18K | – | 408 |
|
|
2014
Q3 | $18K | Buy |
+274
| New | +$18K | ﹤0.01% | 268 |
|