CAMG
CWA Asset Management Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Sell |
6,507
-80
| -1% | -$17.4K | 0.06% | 268 |
|
2025
Q1 | $1.3M | Buy |
6,587
+1,846
| +39% | +$365K | 0.06% | 250 |
|
2024
Q4 | $1.06M | Buy |
4,741
+1,390
| +41% | +$312K | 0.05% | 243 |
|
2024
Q3 | $671K | Buy |
+3,351
| New | +$671K | 0.04% | 314 |
|
2024
Q1 | $612K | Sell |
3,326
-152
| -4% | -$28K | 0.04% | 293 |
|
2023
Q4 | $622K | Sell |
3,478
-116
| -3% | -$20.7K | 0.04% | 223 |
|
2023
Q3 | $579K | Buy |
3,594
+116
| +3% | +$18.7K | 0.04% | 194 |
|
2023
Q2 | $591K | Buy |
3,478
+90
| +3% | +$15.3K | 0.04% | 187 |
|
2023
Q1 | $507K | Buy |
+3,388
| New | +$507K | 0.04% | 200 |
|