Beacon Capital Management LLC (Tennessee)’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 | $101K | Sell |
463
-108
| -19% | -$23.5K | 0.01% | 207 |
|
|
2025
Q1 | $113K | Sell |
571
-23
| -4% | -$4.54K | 0.02% | 182 |
|
|
2024
Q4 | $133K | Hold |
594
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $119K | Buy |
594
+48
| +9% | +$9.62K | 0.02% | 170 |
|
|
2024
Q2 | $99.6K | Sell |
546
-109
| -17% | -$19.9K | 0.02% | 171 |
|
|
2024
Q1 | $120K | Buy |
655
+274
| +72% | +$50.4K | 0.02% | 150 |
|
|
2023
Q4 | $61.3K | Hold |
381
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $64.7K | Hold |
381
| – | – | 0.02% | 205 |
|
|
2023
Q2 | $64.7K | Hold |
381
| – | – | 0.02% | 205 |
|
|
2023
Q1 | $57K | Hold |
381
| – | – | 0.02% | 201 |
|
|
2022
Q4 | $49.2K | Sell |
381
-63
| -14% | -$8.14K | 0.02% | 223 |
|
|
2022
Q3 | $61K | Sell |
444
-8
| -2% | -$1.1K | 0.02% | 188 |
|
|
2022
Q2 | $84K | Hold |
452
| – | – | 0.02% | 176 |
|
|
2022
Q1 | $84K | Buy |
+452
| New | +$84K | 0.02% | 176 |
|