EMAM
Encompass More Asset Management’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 | $1.57M | Buy |
7,225
+2,819
| +64% | +$613K | 0.37% | 61 |
|
|
2025
Q1 | $870K | Sell |
4,406
-520
| -11% | -$103K | 0.26% | 82 |
|
|
2024
Q4 | $1.11M | Sell |
4,926
-4,048
| -45% | -$908K | 0.36% | 65 |
|
|
2024
Q3 | $1.8M | Buy |
8,974
+1,227
| +16% | +$246K | 0.69% | 45 |
|
|
2024
Q2 | $1.41M | Buy |
7,747
+1,224
| +19% | +$223K | 1.01% | 24 |
|
|
2024
Q1 | $1.2M | Buy |
6,523
+992
| +18% | +$182K | 0.99% | 22 |
|
|
2023
Q4 | $989K | Buy |
+5,531
| New | +$989K | 1.11% | 23 |
|