Evermay Wealth 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 | $2.17K | Hold |
10
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $1.98K | Hold |
10
| – | – | ﹤0.01% | 515 |
|
|
2024
Q4 | $2.24K | Hold |
10
| – | – | ﹤0.01% | 514 |
|
|
2024
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 543 |
|
|
2024
Q2 | $1.82K | Hold |
10
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $1.84K | Hold |
10
| – | – | ﹤0.01% | 543 |
|
|
2023
Q4 | $1.79K | Hold |
10
| – | – | ﹤0.01% | 523 |
|
|
2023
Q3 | $1.61K | Hold |
10
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $1.7K | Hold |
10
| – | – | ﹤0.01% | 495 |
|
|
2023
Q1 | $1.5K | Hold |
10
| – | – | ﹤0.01% | 488 |
|
|
2022
Q4 | $1.29K | Hold |
10
| – | – | ﹤0.01% | 506 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 479 |
|