D.B. Root & Company’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
Q2 | – | Sell |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $645K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.65M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.63M | Sell |
|
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $955K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $840K | Sell |
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|
2019
Q2 | $855K | Sell |
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|
2019
Q1 | $890K | Buy |
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|
2018
Q4 | $751K | Sell |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.01M | Buy |
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