Carolinas Wealth Consulting’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 | – | Sell |
-74
| Closed | -$14.6K | – | 984 |
|
|
2025
Q1 | $14.6K | Hold |
74
| – | – | ﹤0.01% | 488 |
|
|
2024
Q4 | $16.5K | Hold |
74
| – | – | ﹤0.01% | 486 |
|
|
2024
Q3 | $14.7K | Hold |
74
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $13.4K | Buy |
74
+1
| +1% | +$181 | ﹤0.01% | 526 |
|
|
2024
Q1 | $13.5K | Hold |
73
| – | – | ﹤0.01% | 524 |
|
|
2023
Q4 | $13.1K | Hold |
73
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $11.1K | Hold |
73
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $12.4K | Hold |
73
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $10.9K | Buy |
73
+1
| +1% | +$149 | ﹤0.01% | 593 |
|
|
2022
Q4 | $9.35K | Hold |
72
| – | – | ﹤0.01% | 628 |
|
|
2022
Q3 | $10K | Hold |
72
| – | – | ﹤0.01% | 572 |
|
|
2022
Q2 | $10K | Sell |
72
-594
| -89% | -$82.5K | ﹤0.01% | 583 |
|
|
2022
Q1 | $123K | Hold |
666
| – | – | 0.03% | 230 |
|
|
2021
Q4 | $136K | Buy |
666
+99
| +17% | +$20.2K | 0.03% | 228 |
|
|
2021
Q3 | $102K | Hold |
567
| – | – | 0.02% | 241 |
|
|
2021
Q2 | $101K | Buy |
567
+1
| +0.2% | +$178 | 0.02% | 260 |
|
|
2021
Q1 | $95K | Hold |
566
| – | – | 0.02% | 264 |
|
|
2020
Q4 | $91K | Hold |
566
| – | – | 0.02% | 245 |
|
|
2020
Q3 | $83K | Sell |
566
-73
| -11% | -$10.7K | 0.03% | 216 |
|
|
2020
Q2 | $82K | Hold |
639
| – | – | 0.03% | 165 |
|
|
2020
Q1 | $63K | Buy |
639
+64
| +11% | +$6.31K | 0.03% | 122 |
|
|
2019
Q4 | $71K | Buy |
+575
| New | +$71K | 0.07% | 68 |
|