Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $3.2M | Sell |
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|
2024
Q2 | $2.92M | Buy |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.66M | Buy |
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|
2023
Q3 | $2.35M | Buy |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $3.65M | Sell |
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|
2022
Q3 | $7.12M | Buy |
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|
2022
Q2 | $5.62M | Sell |
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|
2022
Q1 | $10.2M | Sell |
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|
2021
Q4 | $16.1K | Buy |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $5.76M | Sell |
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|
2021
Q1 | $7.41M | Buy |
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|
2020
Q4 | $5.63M | Buy |
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|
2020
Q3 | $4.89M | Buy |
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|
2020
Q2 | $4.02M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8.63M | Buy |
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|
2019
Q3 | $25K | Sell |
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|
2019
Q2 | $7.98M | Buy |
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|
2019
Q1 | $7.32M | Buy |
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|
2018
Q4 | $3.41M | Buy |
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