Campbell 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
Q4 | $689K | Buy |
3,071
+251
| +9% | +$56.3K | 0.06% | 35 |
|
|
2024
Q3 | $565K | Sell |
2,820
-222
| -7% | -$44.5K | 0.05% | 31 |
|
|
2024
Q2 | $555K | Buy |
3,042
+647
| +27% | +$118K | 0.18% | 19 |
|
|
2024
Q1 | $440K | Buy |
2,395
+950
| +66% | +$175K | 0.04% | 47 |
|
|
2023
Q4 | $258K | Sell |
1,445
-122
| -8% | -$21.8K | 0.03% | 53 |
|
|
2023
Q3 | $252K | Sell |
1,567
-31
| -2% | -$4.99K | 0.03% | 60 |
|
|
2023
Q2 | $271K | Sell |
1,598
-155
| -9% | -$26.3K | 0.03% | 55 |
|
|
2023
Q1 | $262K | Sell |
1,753
-427
| -20% | -$63.8K | 0.03% | 55 |
|
|
2022
Q4 | $282K | Buy |
2,180
+8
| +0.4% | +$1.04K | 0.04% | 59 |
|
|
2022
Q3 | $309K | Buy |
2,172
+15
| +0.7% | +$2.13K | 0.04% | 46 |
|
|
2022
Q2 | $297K | Buy |
2,157
+29
| +1% | +$3.99K | 0.04% | 38 |
|
|
2022
Q1 | $394K | Sell |
2,128
-354
| -14% | -$65.5K | 0.05% | 38 |
|
|
2021
Q4 | $507K | Buy |
2,482
+392
| +19% | +$80.1K | 0.06% | 32 |
|
|
2021
Q3 | $375K | Hold |
2,090
| – | – | 0.05% | 37 |
|
|
2021
Q2 | $373K | Buy |
2,090
+122
| +6% | +$21.8K | 0.05% | 34 |
|
|
2021
Q1 | $331K | Buy |
1,968
+307
| +18% | +$51.6K | 0.05% | 38 |
|
|
2020
Q4 | $267K | Buy |
1,661
+127
| +8% | +$20.4K | 0.04% | 46 |
|
|
2020
Q3 | $225K | Buy |
1,534
+255
| +20% | +$37.4K | 0.04% | 51 |
|
|
2020
Q2 | $163K | Buy |
+1,279
| New | +$163K | 0.03% | 65 |
|