Brandywine Oak Private Wealth’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 | $3.71M | Sell |
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|
2025
Q1 | $3.38M | Sell |
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|
2024
Q4 | $4.04M | Sell |
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|
2024
Q3 | $3.62M | Sell |
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|
2024
Q2 | $3.31M | Sell |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.08M | Sell |
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|
2023
Q2 | $3.33M | Sell |
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|
2023
Q1 | $3.03M | Sell |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.95M | Sell |
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|
2022
Q2 | $3.06M | Sell |
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|
2022
Q1 | $4.34M | Sell |
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|
2021
Q4 | $4.87M | Sell |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $4.26M | Buy |
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|
2021
Q1 | $3.9M | Buy |
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|
2020
Q4 | $3.71M | Sell |
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|
2020
Q3 | $3.42M | Buy |
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|
2020
Q2 | $2.96M | Sell |
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|
2020
Q1 | $2.28M | Sell |
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|
2019
Q4 | $2.97M | Sell |
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|
2019
Q3 | $2.87M | Sell |
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|
2019
Q2 | $2.84M | Buy |
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|
2019
Q1 | $2.61M | Sell |
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|
2018
Q4 | $2.48M | Buy |
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