Cooksen Wealth’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 | $5.04M | Buy |
23,202
+4,716
| +26% | +$1.02M | 4.05% | 5 |
|
|
2025
Q1 | $3.4M | Sell |
18,486
-2,873
| -13% | -$528K | 3.45% | 7 |
|
|
2024
Q4 | $4.79M | Buy |
21,359
+243
| +1% | +$54.5K | 4.41% | 4 |
|
|
2024
Q3 | $4.23M | Buy |
21,116
+1,271
| +6% | +$255K | 3.96% | 5 |
|
|
2024
Q2 | $3.62M | Buy |
19,845
+1,359
| +7% | +$248K | 3.65% | 7 |
|
|
2024
Q1 | $3.4M | Buy |
18,486
+1,765
| +11% | +$325K | 3.54% | 7 |
|
|
2023
Q4 | $2.99M | Buy |
+16,721
| New | +$2.99M | 3.4% | 8 |
|