Atwood & Palmer’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
Q3 | $3.35K | Hold |
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|
2025
Q2 | $3.04K | Sell |
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|
2025
Q1 | $5.73K | Hold |
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|
2024
Q4 | $6.51K | Hold |
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|
2024
Q3 | $5.81K | Sell |
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|
2024
Q2 | $5.84K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $13K | Hold |
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|
2015
Q3 | $12K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $18K | Buy |
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