Essex Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.68M | Buy |
|
|||||
|
2024
Q2 | $2.39M | Buy |
|
|||||
|
2024
Q1 | $2.01M | Sell |
|
|||||
|
2023
Q4 | $2M | Sell |
|
|||||
|
2023
Q3 | $1.82M | Sell |
|
|||||
|
2023
Q2 | $2.02M | Sell |
|
|||||
|
2023
Q1 | $1.8M | Buy |
|
|||||
|
2022
Q4 | $1.54M | Buy |
|
|||||
|
2022
Q3 | $1.65M | Buy |
|
|||||
|
2022
Q2 | $851K | Buy |
|
|||||
|
2022
Q1 | $929K | Buy |
|