Exencial 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
Q3 | $837K | Buy |
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|
2025
Q2 | $755K | Sell |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $681K | Hold |
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|
2024
Q2 | $620K | Sell |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $584K | Hold |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $561K | Hold |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $498K | Sell |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $966K | Buy |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $490K | Sell |
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|
2021
Q1 | $565K | Buy |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $538K | Sell |
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|
2020
Q2 | $534K | Sell |
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|
2020
Q1 | $416K | Buy |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | $474K | Buy |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $492K | Sell |
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|
2018
Q4 | $438K | Sell |
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|
2018
Q3 | $1.43M | Buy |
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|
2018
Q2 | $483K | Sell |
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|
2018
Q1 | $460K | Buy |
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|
2017
Q4 | $448K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $304K | Hold |
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|
2014
Q4 | $283K | Sell |
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|
2014
Q3 | $292K | Hold |
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|
2014
Q2 | $297K | Buy |
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|
2014
Q1 | $207K | Hold |
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|
2013
Q4 | $212K | Sell |
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|
2013
Q3 | $218K | Hold |
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|
2013
Q2 | $206K | Buy |
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