Family Asset Management’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
2024
Q3
$2.16M Sell
2024
Q2
$1.98M Buy
2024
Q1
$1.94M Buy
2023
Q4
$1.17M Buy
2023
Q3
$921K Buy
2023
Q2
$190K Sell
2023
Q1
$200K Buy
2022
Q4
$75.1K Buy