Brown Miller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,763
| Closed | -$508K | – | 126 |
|
|
2024
Q1 | $508K | Sell |
2,763
-6
| -0.2% | -$1.1K | 0.22% | 83 |
|
|
2023
Q4 | $495K | Hold |
2,769
| – | – | 0.25% | 78 |
|
|
2023
Q3 | $446K | Buy |
+2,769
| New | +$446K | 0.25% | 76 |
|
|
2022
Q1 | – | Sell |
-2,385
| Closed | -$487K | – | 127 |
|
|
2021
Q4 | $487K | Sell |
2,385
-119
| -5% | -$24.3K | 0.28% | 67 |
|
|
2021
Q3 | $449K | Buy |
2,504
+368
| +17% | +$66K | 0.28% | 71 |
|
|
2021
Q2 | $381K | Buy |
2,136
+637
| +42% | +$114K | 0.24% | 85 |
|
|
2021
Q1 | $252K | Sell |
1,499
-2,196
| -59% | -$369K | 0.18% | 100 |
|
|
2020
Q4 | $594K | Buy |
+3,695
| New | +$594K | 0.45% | 56 |
|