Claro Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $831K | Buy |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $203K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $31K | Buy |
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