Balboa Wealth 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 | $294K | Sell |
1,353
-114
| -8% | -$24.8K | 0.06% | 253 |
|
|
2025
Q1 | $290K | Buy |
1,467
+4
| +0.3% | +$790 | 0.07% | 205 |
|
|
2024
Q4 | $328K | Sell |
1,463
-246
| -14% | -$55.2K | 0.07% | 196 |
|
|
2024
Q3 | $342K | Sell |
1,709
-18
| -1% | -$3.61K | 0.09% | 175 |
|
|
2024
Q2 | $315K | Buy |
1,727
+358
| +26% | +$65.3K | 0.08% | 184 |
|
|
2024
Q1 | $252K | Sell |
1,369
-717
| -34% | -$132K | 0.07% | 187 |
|
|
2023
Q4 | $373K | Sell |
2,086
-1,196
| -36% | -$214K | 0.12% | 135 |
|
|
2023
Q3 | $528K | Buy |
3,282
+1,016
| +45% | +$164K | 0.2% | 94 |
|
|
2023
Q2 | $385K | Sell |
2,266
-1,638
| -42% | -$278K | 0.13% | 137 |
|
|
2023
Q1 | $584K | Buy |
3,904
+2,309
| +145% | +$345K | 0.22% | 90 |
|
|
2022
Q4 | $206K | Sell |
1,595
-1,528
| -49% | -$197K | 0.09% | 205 |
|
|
2022
Q3 | $445K | Buy |
+3,123
| New | +$445K | 0.2% | 97 |
|