Concord Wealth Partners’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
Q3 | $137K | Hold |
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|
2025
Q2 | $124K | Hold |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $129K | Hold |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $106K | Sell |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $161K | Sell |
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|
2023
Q2 | $181K | Buy |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $189K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $148K | Hold |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $53K | Sell |
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|
2021
Q2 | $94K | Sell |
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|
2021
Q1 | $141K | Buy |
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|
2020
Q4 | $40K | Buy |
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