Channel Wealth’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
Q1 | – | Sell |
-951
| Closed | -$213K | – | 178 |
|
|
2024
Q4 | $213K | Buy |
+951
| New | +$213K | 0.07% | 152 |
|
|
2024
Q3 | – | Sell |
-1,147
| Closed | -$209K | – | 178 |
|
|
2024
Q2 | $209K | Sell |
1,147
-162
| -12% | -$29.5K | 0.08% | 154 |
|
|
2024
Q1 | $241K | Sell |
1,309
-342
| -21% | -$62.9K | 0.1% | 155 |
|
|
2023
Q4 | $295K | Sell |
1,651
-1,214
| -42% | -$217K | 0.14% | 124 |
|
|
2023
Q3 | $461K | Sell |
2,865
-3,007
| -51% | -$484K | 0.26% | 92 |
|
|
2023
Q2 | $997K | Buy |
5,872
+654
| +13% | +$111K | 0.57% | 63 |
|
|
2023
Q1 | $780K | Buy |
+5,218
| New | +$780K | 0.5% | 68 |
|