Beaumont Financial Advisors’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 | $278K | Hold |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $2.79M | Buy |
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|
2023
Q2 | $2.92M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $986K | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.66M | Buy |
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|
2020
Q3 | $906K | Sell |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.57M | Sell |
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|
2019
Q3 | $3.66M | Sell |
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|
2019
Q2 | $3.7M | Sell |
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|
2019
Q1 | $3.92M | Buy |
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|
2018
Q4 | $980K | Sell |
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|
2018
Q3 | $8M | Buy |
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|
2018
Q2 | $6.59M | Sell |
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|
2018
Q1 | $7.85M | Buy |
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|
2017
Q4 | $4.18M | Sell |
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|
2017
Q3 | $4.6M | Sell |
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|
2017
Q2 | $4.61M | Sell |
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|
2017
Q1 | $4.58M | Sell |
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|
2016
Q4 | $7.37M | Sell |
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|
2016
Q3 | $9.44M | Buy |
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|
2016
Q2 | $270K | Sell |
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|
2016
Q1 | $10.2M | Sell |
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|
2015
Q4 | $13.3M | Sell |
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|
2015
Q3 | $13.5M | Hold |
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|
2015
Q2 | $13.5M | Sell |
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|
2015
Q1 | $42.5M | Buy |
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|
2014
Q4 | $34.7M | Buy |
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|
2014
Q3 | $31.8M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $15.3M | Buy |
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|
2013
Q3 | $12.9M | Buy |
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|
2013
Q2 | $11.4M | Buy |
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