Bleakley Financial Group’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
Q1 | – | Sell |
-1,577
| Closed | -$354K | – | 1029 |
|
|
2024
Q4 | $354K | Buy |
1,577
+69
| +5% | +$15.5K | 0.01% | 733 |
|
|
2024
Q3 | $302K | Sell |
1,508
-139
| -8% | -$27.9K | 0.01% | 773 |
|
|
2024
Q2 | $300K | Sell |
1,647
-100
| -6% | -$18.2K | 0.01% | 746 |
|
|
2024
Q1 | $321K | Hold |
1,747
| – | – | 0.01% | 739 |
|
|
2023
Q4 | $312K | Sell |
1,747
-15
| -0.9% | -$2.68K | 0.01% | 727 |
|
|
2023
Q3 | $284K | Sell |
1,762
-100
| -5% | -$16.1K | 0.01% | 701 |
|
|
2023
Q2 | $316K | Buy |
1,862
+59
| +3% | +$10K | 0.01% | 706 |
|
|
2023
Q1 | $270K | Sell |
1,803
-50
| -3% | -$7.48K | 0.01% | 737 |
|
|
2022
Q4 | $239K | Buy |
+1,853
| New | +$239K | 0.01% | 760 |
|