Beaumont Capital Management’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 | $6.05M | Buy |
+27,821
| New | +$6.05M | 4.14% | 8 |
|
|
2023
Q4 | – | Sell |
-1,310
| Closed | -$211K | – | 51 |
|
|
2023
Q3 | $211K | Buy |
+1,310
| New | +$211K | 0.15% | 37 |
|
|
2022
Q4 | – | Sell |
-2,612
| Closed | -$372K | – | 53 |
|
|
2022
Q3 | $372K | Buy |
+2,612
| New | +$372K | 0.37% | 31 |
|
|
2022
Q2 | – | Sell |
-37,792
| Closed | -$6.99M | – | 47 |
|
|
2022
Q1 | $6.99M | Buy |
37,792
+4,514
| +14% | +$835K | 4.5% | 11 |
|
|
2021
Q4 | $6.8M | Sell |
33,278
-10,203
| -23% | -$2.09M | 3.93% | 13 |
|
|
2021
Q3 | $7.8M | Buy |
43,481
+6,644
| +18% | +$1.19M | 6.69% | 10 |
|
|
2021
Q2 | $6.58M | Sell |
36,837
-793
| -2% | -$142K | 6.47% | 11 |
|
|
2021
Q1 | $6.33M | Sell |
37,630
-8,250
| -18% | -$1.39M | 6.28% | 12 |
|
|
2020
Q4 | $7.38M | Buy |
+45,880
| New | +$7.38M | 7.37% | 1 |
|