Fairfield Financial Advisors’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
Q1 | – | Sell |
-110
| Closed | -$24.7K | – | 216 |
|
|
2024
Q4 | $24.7K | Hold |
110
| – | – | 0.01% | 157 |
|
|
2024
Q3 | $22K | Hold |
110
| – | – | 0.01% | 183 |
|
|
2024
Q2 | $20K | Buy |
+110
| New | +$20K | 0.01% | 178 |
|
|
2023
Q4 | $19.5K | Hold |
109
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $17.6K | Hold |
109
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $18.5K | Hold |
109
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $15.8K | Buy |
109
+1
| +0.9% | +$145 | 0.01% | 206 |
|
|
2022
Q4 | $14K | Buy |
108
+30
| +38% | +$3.88K | 0.01% | 191 |
|
|
2022
Q3 | $11.1K | Hold |
78
| – | – | 0.01% | 206 |
|
|
2022
Q2 | $10.7K | Hold |
78
| – | – | 0.01% | 202 |
|
|
2022
Q1 | $14.4K | Buy |
+78
| New | +$14.4K | 0.01% | 202 |
|