Bragg Financial Advisors’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 | $446K | Sell |
2,052
-21
| -1% | -$4.56K | 0.02% | 280 |
|
|
2025
Q1 | $409K | Sell |
2,073
-194
| -9% | -$38.3K | 0.02% | 271 |
|
|
2024
Q4 | $509K | Buy |
2,267
+324
| +17% | +$72.7K | 0.02% | 255 |
|
|
2024
Q3 | $389K | Buy |
1,943
+228
| +13% | +$45.7K | 0.02% | 263 |
|
|
2024
Q2 | $313K | Buy |
1,715
+131
| +8% | +$23.9K | 0.01% | 275 |
|
|
2024
Q1 | $291K | Sell |
1,584
-26
| -2% | -$4.78K | 0.01% | 287 |
|
|
2023
Q4 | $288K | Buy |
1,610
+81
| +5% | +$14.5K | 0.01% | 279 |
|
|
2023
Q3 | $246K | Hold |
1,529
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $260K | Sell |
1,529
-29
| -2% | -$4.92K | 0.01% | 296 |
|
|
2023
Q1 | $233K | Sell |
1,558
-183
| -11% | -$27.4K | 0.01% | 299 |
|
|
2022
Q4 | $225K | Buy |
+1,741
| New | +$225K | 0.01% | 300 |
|