Bedell Frazier Investment Counselling’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 | $208K | Buy |
+958
| New | +$208K | 0.05% | 107 |
|
|
2025
Q1 | – | Sell |
-986
| Closed | -$221K | – | 114 |
|
|
2024
Q4 | $221K | Buy |
+986
| New | +$221K | 0.05% | 104 |
|
|
2023
Q3 | – | Sell |
-1,204
| Closed | -$204K | – | 92 |
|
|
2023
Q2 | $204K | Sell |
1,204
-325
| -21% | -$55.2K | 0.06% | 86 |
|
|
2023
Q1 | $229K | Sell |
1,529
-2,042
| -57% | -$305K | 0.07% | 86 |
|
|
2022
Q4 | $461K | Buy |
+3,571
| New | +$461K | 0.12% | 79 |
|
|
2022
Q1 | – | Sell |
-3,469
| Closed | -$709K | – | 103 |
|
|
2021
Q4 | $709K | Buy |
+3,469
| New | +$709K | 0.17% | 67 |
|