BWM
BCS Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,433
| Closed | -$283K | – | 280 |
|
|
2025
Q1 | $283K | Buy |
1,433
+1
| +0.1% | +$197 | 0.07% | 200 |
|
|
2024
Q4 | $321K | Hold |
1,432
| – | – | 0.08% | 194 |
|
|
2024
Q3 | $287K | Buy |
1,432
+90
| +7% | +$18K | 0.12% | 132 |
|
|
2024
Q2 | $245K | Hold |
1,342
| – | – | 0.12% | 137 |
|
|
2024
Q1 | $247K | Buy |
+1,342
| New | +$247K | 0.08% | 208 |
|