Dougherty Wealth Advisers’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
2023
Q2
Sell
2023
Q1
$116K Sell
2022
Q4
$201K Hold
2022
Q3
$222K Hold
2022
Q2
$214K Hold
2022
Q1
$288K Sell
2021
Q4
$636K Hold
2021
Q3
$558K Hold
2021
Q2
$555K Hold
2021
Q1
$523K Hold
2020
Q4
$500K Hold
2020
Q3
$457K Hold
2020
Q2
$397K Hold
2020
Q1
$305K Hold
2019
Q4
$390K Hold
2019
Q3
$375K Hold
2019
Q2
$371K Hold
2019
Q1
$354K Hold
2018
Q4
$335K Buy