Beacon Bridge 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 | – | Sell |
-3,907
| Closed | -$771K | – | 93 |
|
|
2025
Q1 | $771K | Buy |
3,907
+79
| +2% | +$15.6K | 0.33% | 51 |
|
|
2024
Q4 | $859K | Buy |
+3,828
| New | +$859K | 0.36% | 53 |
|
|
2024
Q3 | – | Sell |
-2,261
| Closed | -$412K | – | 99 |
|
|
2024
Q2 | $412K | Buy |
2,261
+328
| +17% | +$59.8K | 0.19% | 69 |
|
|
2024
Q1 | $355K | Sell |
1,933
-28
| -1% | -$5.15K | 0.17% | 72 |
|
|
2023
Q4 | $351K | Buy |
+1,961
| New | +$351K | 0.18% | 68 |
|