BFSG LLC’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
Q2 | $1.86M | Sell |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $2.55M | Sell |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $3.5M | Sell |
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|
2024
Q1 | $3.56M | Buy |
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|
2023
Q4 | $3.21M | Buy |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $536K | Buy |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $356K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $215K | Hold |
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|
2019
Q4 | $274K | Hold |
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|
2019
Q3 | $264K | Hold |
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|
2019
Q2 | $261K | Sell |
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|
2019
Q1 | $263K | Hold |
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|
2018
Q4 | $229K | Buy |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $240K | Hold |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $205K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Sell |
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|
2017
Q1 | $219K | Buy |
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