BIP Wealth’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 | $301K | Sell |
1,387
-99
| -7% | -$21.5K | 0.02% | 207 |
|
|
2025
Q1 | $293K | Hold |
1,486
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $333K | Buy |
1,486
+99
| +7% | +$22.2K | 0.02% | 194 |
|
|
2024
Q3 | $278K | Buy |
1,387
+164
| +13% | +$32.9K | 0.02% | 189 |
|
|
2024
Q2 | $223K | Sell |
1,223
-164
| -12% | -$29.9K | 0.02% | 179 |
|
|
2024
Q1 | $255K | Hold |
1,387
| – | – | 0.02% | 182 |
|
|
2023
Q4 | $248K | Buy |
+1,387
| New | +$248K | 0.02% | 169 |
|
|
2023
Q3 | – | Sell |
-1,227
| Closed | -$208K | – | 203 |
|
|
2023
Q2 | $208K | Sell |
1,227
-130
| -10% | -$22.1K | 0.02% | 176 |
|
|
2023
Q1 | $203K | Buy |
+1,357
| New | +$203K | 0.02% | 174 |
|