CWM
C2C Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
6,253
-63
| -1% | -$13.7K | 1.23% | 21 |
|
|
2025
Q1 | $1.25M | Sell |
6,316
-1,198
| -16% | -$237K | 1.17% | 21 |
|
|
2024
Q4 | $1.69M | Sell |
7,514
-85
| -1% | -$19.1K | 1.56% | 16 |
|
|
2024
Q3 | $1.5M | Sell |
7,599
-716
| -9% | -$141K | 1.39% | 18 |
|
|
2024
Q2 | $1.52M | Sell |
8,315
-19
| -0.2% | -$3.47K | 1.48% | 18 |
|
|
2024
Q1 | $1.53M | Sell |
8,334
-145
| -2% | -$26.7K | 1.52% | 17 |
|
|
2023
Q4 | $1.53M | Sell |
8,479
-251
| -3% | -$45.2K | 1.29% | 19 |
|
|
2023
Q3 | $1.4M | Hold |
8,730
| – | – | 0.2% | 52 |
|
|
2023
Q2 | $1.54M | Sell |
8,730
-84
| -1% | -$14.8K | 0.2% | 55 |
|
|
2023
Q1 | $1.26M | Buy |
8,814
+115
| +1% | +$16.5K | 0.2% | 59 |
|
|
2022
Q4 | $1.19M | Sell |
8,699
-249
| -3% | -$34K | 0.21% | 52 |
|
|
2022
Q3 | $1.32M | Buy |
8,948
+68
| +0.8% | +$10K | 0.26% | 47 |
|
|
2022
Q2 | $1.33M | Sell |
8,880
-171
| -2% | -$25.6K | 0.24% | 48 |
|
|
2022
Q1 | $1.67M | Sell |
9,051
-233
| -3% | -$42.9K | 0.28% | 42 |
|
|
2021
Q4 | $1.9M | Buy |
+9,284
| New | +$1.9M | 0.27% | 42 |
|