BOK Financial Private 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 | $90.6K | Hold |
417
| – | – | 0.01% | 213 |
|
|
2025
Q1 | $82.3K | Hold |
417
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $93.6K | Buy |
+417
| New | +$93.6K | 0.01% | 217 |
|
|
2024
Q3 | – | Sell |
-250
| Closed | -$45.6K | – | 556 |
|
|
2024
Q2 | $45.6K | Hold |
250
| – | – | ﹤0.01% | 265 |
|
|
2024
Q1 | $46K | Buy |
250
+177
| +242% | +$32.5K | ﹤0.01% | 268 |
|
|
2023
Q4 | $13.1K | Buy |
+73
| New | +$13.1K | ﹤0.01% | 345 |
|