Colonial Trust 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 | $95.6K | Sell |
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|
2025
Q1 | $115K | Buy |
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|
2024
Q4 | $131K | Sell |
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|
2024
Q3 | $137K | Buy |
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|
2024
Q2 | $117K | Sell |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $122K | Sell |
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|
2023
Q1 | $115K | Hold |
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|
2022
Q4 | $99.2K | Buy |
|