Elevation Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Hold |
105
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $20.7K | Hold |
105
| – | – | 0.01% | 310 |
|
|
2024
Q4 | $23.6K | Hold |
105
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $21K | Hold |
105
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $19.2K | Hold |
105
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $19.3K | Hold |
105
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $16.9K | Buy |
+105
| New | +$16.9K | 0.01% | 294 |
|