Avion Wealth’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 | $136K | Hold |
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|
2025
Q2 | $123K | Hold |
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|
2025
Q1 | $127K | Hold |
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|
2024
Q4 | $127K | Sell |
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|
2024
Q3 | $134K | Sell |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $104K | Buy |
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|
2023
Q4 | $96K | Hold |
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|
2023
Q3 | $86K | Hold |
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|
2023
Q2 | $91K | Hold |
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|
2023
Q1 | $69K | Hold |
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|
2022
Q4 | $76K | Hold |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $78K | Buy |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $28K | Hold |
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|
2020
Q1 | $21K | Buy |
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