Broadleaf Partners’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 | $286K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $242K | Hold |
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|
2023
Q4 | $235K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $223K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $221K | Hold |
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|
2020
Q4 | $212K | Buy |
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