Evoke Wealth’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 | – | Sell |
-1,131
| Closed | -$223K | – | 607 |
|
|
2025
Q1 | $223K | Hold |
1,131
| – | – | 0.01% | 400 |
|
|
2024
Q4 | $254K | Sell |
1,131
-133
| -11% | -$29.8K | 0.01% | 374 |
|
|
2024
Q3 | $253K | Buy |
+1,264
| New | +$253K | 0.01% | 359 |
|
|
2021
Q1 | – | Sell |
-215
| Closed | -$35K | – | 1217 |
|
|
2020
Q4 | $35K | Hold |
215
| – | – | ﹤0.01% | 416 |
|
|
2020
Q3 | $32K | Hold |
215
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $27K | Buy |
215
+94
| +78% | +$11.8K | ﹤0.01% | 432 |
|
|
2020
Q1 | $11.9K | Buy |
+121
| New | +$11.9K | ﹤0.01% | 489 |
|
|
2019
Q4 | – | Sell |
-121
| Closed | -$14.6K | – | 1497 |
|
|
2019
Q3 | $14.6K | Buy |
+121
| New | +$14.6K | ﹤0.01% | 741 |
|