Avestar Capital’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 | $200K | Buy |
+921
| New | +$200K | 0.01% | 420 |
|
2025
Q1 | – | Sell |
-1,105
| Closed | -$248K | – | 486 |
|
2024
Q4 | $248K | Buy |
+1,105
| New | +$248K | 0.02% | 397 |
|
2019
Q3 | – | Sell |
-871
| Closed | -$103K | – | 868 |
|
2019
Q2 | $103K | Hold |
871
| – | – | 0.07% | 187 |
|
2019
Q1 | $98K | Sell |
871
-792
| -48% | -$89.1K | 0.06% | 196 |
|
2018
Q4 | $164K | Hold |
1,663
| – | – | 0.11% | 113 |
|
2018
Q3 | $194K | Hold |
1,663
| – | – | 0.11% | 124 |
|
2018
Q2 | $180K | Buy |
1,663
+1,427
| +605% | +$154K | 0.11% | 114 |
|
2018
Q1 | $23K | Sell |
236
-376
| -61% | -$36.6K | 0.02% | 316 |
|
2017
Q4 | $60K | Buy |
+612
| New | +$60K | 0.04% | 227 |
|