Coppell Advisory Solutions’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 | $604K | Buy |
+2,763
| New | +$604K | 0.07% | 211 |
|
|
2025
Q1 | – | Sell |
-197
| Closed | -$44.5K | – | 1913 |
|
|
2024
Q4 | $44.5K | Buy |
197
+9
| +5% | +$2.03K | 0.01% | 620 |
|
|
2024
Q3 | $37.8K | Sell |
188
-68
| -27% | -$13.7K | 0.01% | 642 |
|
|
2024
Q2 | $46.7K | Buy |
+256
| New | +$46.7K | 0.01% | 515 |
|
|
2023
Q4 | $73.1K | Buy |
409
+334
| +445% | +$59.7K | 0.01% | 414 |
|
|
2023
Q3 | $9.69K | Sell |
75
-33
| -31% | -$4.26K | ﹤0.01% | 612 |
|
|
2023
Q2 | $18.1K | Buy |
+108
| New | +$18.1K | 0.01% | 574 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$9.69K | – | 1113 |
|
|
2022
Q4 | $9.69K | Buy |
+75
| New | +$9.69K | ﹤0.01% | 618 |
|