Confluence Wealth Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $270K | Hold |
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|
2025
Q3 | $271K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $246K | Sell |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $320K | Buy |
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