Elevated Capital Advisors’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 | $259K | Hold |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $3.99M | Buy |
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|
2023
Q4 | $2.86M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $902K | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q3 | $577K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2019
Q4 | $204K | Buy |
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