Colton Groome Financial Advisors’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 | $6.26M | Buy |
28,807
+2,273
| +9% | +$494K | 2.12% | 11 |
|
|
2025
Q1 | $5.23M | Buy |
26,534
+970
| +4% | +$191K | 2.03% | 13 |
|
|
2024
Q4 | $5.74M | Buy |
25,564
+479
| +2% | +$107K | 2.19% | 10 |
|
|
2024
Q3 | $5.03M | Sell |
25,085
-5,199
| -17% | -$1.04M | 1.88% | 10 |
|
|
2024
Q2 | $5.52M | Buy |
30,284
+3,045
| +11% | +$555K | 2.18% | 9 |
|
|
2024
Q1 | $5.01M | Buy |
27,239
+2,850
| +12% | +$524K | 2.01% | 11 |
|
|
2023
Q4 | $4.36M | Buy |
24,389
+4,465
| +22% | +$798K | 1.9% | 11 |
|
|
2023
Q3 | $3.21M | Buy |
19,924
+2,650
| +15% | +$427K | 1.61% | 15 |
|
|
2023
Q2 | $2.93M | Buy |
17,274
+4,650
| +37% | +$790K | 1.37% | 19 |
|
|
2023
Q1 | $1.89M | Buy |
12,624
+3,209
| +34% | +$480K | 0.9% | 31 |
|
|
2022
Q4 | $1.22M | Buy |
9,415
+3,461
| +58% | +$447K | 0.6% | 39 |
|
|
2022
Q3 | $848K | Buy |
5,954
+800
| +16% | +$114K | 0.43% | 47 |
|
|
2022
Q2 | $709K | Buy |
5,154
+2,300
| +81% | +$316K | 0.35% | 44 |
|
|
2022
Q1 | $528K | Buy |
+2,854
| New | +$528K | 0.24% | 56 |
|