Barrett & Company’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 | $135K | Buy |
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|
2025
Q2 | $123K | Hold |
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|
2025
Q1 | $111K | Hold |
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|
2024
Q4 | $127K | Buy |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $93.5K | Buy |
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|
2024
Q1 | $94.2K | Hold |
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|
2023
Q4 | $91.6K | Hold |
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|
2023
Q3 | $82.4K | Hold |
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|
2023
Q2 | $87K | Hold |
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|
2023
Q1 | $76.6K | Hold |
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|
2022
Q4 | $66.1K | Hold |
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|
2022
Q3 | $66.1K | Buy |
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