Autumn Glory Partners’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 | $375K | Sell |
1,724
-49
| -3% | -$10.6K | 0.18% | 131 |
|
|
2025
Q1 | $350K | Hold |
1,773
| – | – | 0.17% | 126 |
|
|
2024
Q4 | $398K | Hold |
1,773
| – | – | 0.2% | 113 |
|
|
2024
Q3 | $355K | Sell |
1,773
-107
| -6% | -$21.4K | 0.14% | 153 |
|
|
2024
Q2 | $343K | Hold |
1,880
| – | – | 0.18% | 117 |
|
|
2024
Q1 | $346K | Hold |
1,880
| – | – | 0.17% | 115 |
|
|
2023
Q4 | $332K | Buy |
1,880
+50
| +3% | +$8.83K | 0.19% | 114 |
|
|
2023
Q3 | $295K | Sell |
1,830
-462
| -20% | -$74.4K | 0.18% | 114 |
|
|
2023
Q2 | $389K | Hold |
2,292
| – | – | 0.29% | 85 |
|
|
2023
Q1 | $343K | Buy |
2,292
+339
| +17% | +$50.7K | 0.29% | 81 |
|
|
2022
Q4 | $252K | Sell |
1,953
-82
| -4% | -$10.6K | 0.13% | 140 |
|
|
2022
Q3 | $290K | Hold |
2,035
| – | – | 0.2% | 110 |
|
|
2022
Q2 | $280K | Sell |
2,035
-6,488
| -76% | -$893K | 0.21% | 106 |
|
|
2022
Q1 | $1.58M | Sell |
8,523
-300
| -3% | -$55.5K | 0.92% | 32 |
|
|
2021
Q4 | $1.8M | Buy |
+8,823
| New | +$1.8M | 0.75% | 42 |
|