EverSource Wealth Advisors’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 | $218K | Sell |
1,001
-611
| -38% | -$133K | 0.01% | 817 |
|
|
2025
Q1 | $318K | Buy |
1,612
+359
| +29% | +$70.9K | 0.02% | 502 |
|
|
2024
Q4 | $281K | Buy |
1,253
+660
| +111% | +$148K | 0.02% | 527 |
|
|
2024
Q3 | $119K | Hold |
593
| – | – | 0.01% | 735 |
|
|
2024
Q2 | $111K | Buy |
593
+492
| +487% | +$92.2K | 0.01% | 755 |
|
|
2024
Q1 | $17.7K | Buy |
+101
| New | +$17.7K | ﹤0.01% | 1422 |
|
|
2023
Q2 | – | Sell |
-85
| Closed | -$12.7K | – | 2634 |
|
|
2023
Q1 | $12.7K | Sell |
85
-6
| -7% | -$897 | ﹤0.01% | 1265 |
|
|
2022
Q4 | $11.8K | Buy |
+91
| New | +$11.8K | ﹤0.01% | 1268 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | -$2K | – | 1871 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1643 |
|