Elevatus Welath Management’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 | $407K | Hold |
1,873
| – | – | 0.14% | 73 |
|
|
2025
Q1 | $370K | Sell |
1,873
-25
| -1% | -$4.94K | 0.21% | 67 |
|
|
2024
Q4 | $426K | Sell |
1,898
-191
| -9% | -$42.9K | 0.15% | 63 |
|
|
2024
Q3 | $418K | Buy |
2,089
+250
| +14% | +$50.1K | 0.14% | 60 |
|
|
2024
Q2 | $335K | Hold |
1,839
| – | – | 0.13% | 76 |
|
|
2024
Q1 | $338K | Buy |
1,839
+1
| +0.1% | +$184 | 0.13% | 68 |
|
|
2023
Q4 | $329K | Buy |
1,838
+210
| +13% | +$37.6K | 0.15% | 66 |
|
|
2023
Q3 | $262K | Buy |
+1,628
| New | +$262K | 0.24% | 53 |
|