Avantax Planning Partners’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 | $477K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $517K | Buy |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $506K | Hold |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $987K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $913K | Hold |
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|
2022
Q4 | $788K | Buy |
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|
2022
Q3 | $435K | Sell |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $289K | Hold |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Hold |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $264K | Sell |
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|
2018
Q2 | $250K | Sell |
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|
2018
Q1 | $286K | Buy |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $257K | Buy |
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|
2017
Q1 | $209K | Buy |
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