Burkett Financial Services’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 | $48.3K | Sell |
222
-15
| -6% | -$3.26K | 0.02% | 94 |
|
|
2025
Q1 | $46.7K | Buy |
237
+17
| +8% | +$3.35K | 0.02% | 91 |
|
|
2024
Q4 | $49.4K | Hold |
220
| – | – | 0.02% | 86 |
|
|
2024
Q3 | $44K | Buy |
220
+1
| +0.5% | +$200 | 0.02% | 83 |
|
|
2024
Q2 | $40K | Hold |
219
| – | – | 0.02% | 84 |
|
|
2024
Q1 | $40.2K | Buy |
219
+1
| +0.5% | +$184 | 0.02% | 92 |
|
|
2023
Q4 | $39K | Buy |
+218
| New | +$39K | 0.02% | 91 |
|