EFI
EHP Funds Inc’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 | $2.78M | Buy |
+12,800
| New | +$2.78M | 0.97% | 13 |
|
|
2024
Q1 | – | Sell |
-6,900
| Closed | -$1.23M | – | 205 |
|
|
2023
Q4 | $1.23M | Buy |
6,900
+5,200
| +306% | +$930K | 0.45% | 18 |
|
|
2023
Q3 | $274K | Hold |
1,700
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $289K | Sell |
1,700
-1,600
| -48% | -$272K | 0.07% | 148 |
|
|
2023
Q1 | $493K | Buy |
3,300
+900
| +38% | +$135K | 0.1% | 142 |
|
|
2022
Q4 | $310K | Buy |
2,400
+700
| +41% | +$90.4K | 0.06% | 140 |
|
|
2022
Q3 | $242K | Buy |
+1,700
| New | +$242K | 0.05% | 199 |
|