DWS
Dynamic Wealth Strategies’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 | – | Sell |
-2,071
| Closed | -$409K | – | 245 |
|
|
2025
Q1 | $409K | Buy |
2,071
+264
| +15% | +$52.1K | 0.34% | 37 |
|
|
2024
Q4 | $405K | Buy |
1,807
+14
| +0.8% | +$3.14K | 0.36% | 37 |
|
|
2024
Q3 | $359K | Sell |
1,793
-7
| -0.4% | -$1.4K | 0.29% | 37 |
|
|
2024
Q2 | $328K | Sell |
1,800
-11
| -0.6% | -$2K | 0.28% | 39 |
|
|
2024
Q1 | $333K | Buy |
1,811
+37
| +2% | +$6.8K | 0.28% | 40 |
|
|
2023
Q4 | $317K | Buy |
+1,774
| New | +$317K | 0.29% | 40 |
|