Farmers & Merchants Investments Inc’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 | $160K | Hold |
736
| – | – | ﹤0.01% | 320 |
|
2025
Q1 | $145K | Hold |
736
| – | – | ﹤0.01% | 330 |
|
2024
Q4 | $165K | Hold |
736
| – | – | 0.01% | 329 |
|
2024
Q3 | $147K | Hold |
736
| – | – | ﹤0.01% | 339 |
|
2024
Q2 | $134K | Buy |
736
+70
| +11% | +$12.8K | ﹤0.01% | 334 |
|
2024
Q1 | $122K | Hold |
666
| – | – | ﹤0.01% | 327 |
|
2023
Q4 | $119K | Hold |
666
| – | – | ﹤0.01% | 321 |
|
2023
Q3 | $107K | Hold |
666
| – | – | ﹤0.01% | 329 |
|
2023
Q2 | $113K | Hold |
666
| – | – | ﹤0.01% | 330 |
|
2023
Q1 | $99.6K | Hold |
666
| – | – | ﹤0.01% | 338 |
|
2022
Q4 | $86K | Hold |
666
| – | – | ﹤0.01% | 344 |
|
2022
Q3 | $95K | Sell |
666
-60
| -8% | -$8.56K | ﹤0.01% | 346 |
|
2022
Q2 | $100K | Hold |
726
| – | – | ﹤0.01% | 332 |
|
2022
Q1 | $134K | Buy |
726
+60
| +9% | +$11.1K | 0.01% | 319 |
|
2021
Q4 | $136K | Hold |
666
| – | – | 0.01% | 323 |
|
2021
Q3 | $120K | Buy |
666
+100
| +18% | +$18K | 0.01% | 323 |
|
2021
Q2 | $101K | Buy |
566
+461
| +439% | +$82.3K | ﹤0.01% | 287 |
|
2021
Q1 | $18K | Hold |
105
| – | – | ﹤0.01% | 491 |
|
2020
Q4 | $17K | Hold |
105
| – | – | ﹤0.01% | 497 |
|
2020
Q3 | $15K | Hold |
105
| – | – | ﹤0.01% | 487 |
|
2020
Q2 | $13K | Hold |
105
| – | – | ﹤0.01% | 504 |
|
2020
Q1 | $10K | Sell |
105
-178
| -63% | -$17K | ﹤0.01% | 506 |
|
2019
Q4 | $35K | Sell |
283
-85
| -23% | -$10.5K | ﹤0.01% | 355 |
|
2019
Q3 | $44K | Buy |
368
+263
| +250% | +$31.4K | ﹤0.01% | 332 |
|
2019
Q2 | $13K | Hold |
105
| – | – | ﹤0.01% | 493 |
|
2019
Q1 | $12K | Sell |
105
-91
| -46% | -$10.4K | ﹤0.01% | 499 |
|
2018
Q4 | $19K | Buy |
196
+80
| +69% | +$7.76K | ﹤0.01% | 409 |
|
2018
Q3 | $14K | Hold |
116
| – | – | ﹤0.01% | 483 |
|
2018
Q2 | $13K | Hold |
116
| – | – | ﹤0.01% | 506 |
|
2018
Q1 | $12K | Hold |
116
| – | – | ﹤0.01% | 498 |
|
2017
Q4 | $11K | Hold |
116
| – | – | ﹤0.01% | 530 |
|
2017
Q3 | $10K | Hold |
116
| – | – | ﹤0.01% | 528 |
|
2017
Q2 | $10K | Hold |
116
| – | – | ﹤0.01% | 527 |
|
2017
Q1 | $10K | Sell |
116
-66
| -36% | -$5.69K | ﹤0.01% | 486 |
|
2016
Q4 | $15K | Buy |
182
+66
| +57% | +$5.44K | ﹤0.01% | 467 |
|
2016
Q3 | $9K | Hold |
116
| – | – | ﹤0.01% | 484 |
|
2016
Q2 | $9K | Hold |
116
| – | – | ﹤0.01% | 465 |
|
2016
Q1 | $9K | Hold |
116
| – | – | ﹤0.01% | 474 |
|
2015
Q4 | $9K | Hold |
116
| – | – | ﹤0.01% | 509 |
|
2015
Q3 | $9K | Hold |
116
| – | – | ﹤0.01% | 504 |
|
2015
Q2 | $9K | Sell |
116
-10
| -8% | -$776 | ﹤0.01% | 537 |
|
2015
Q1 | $9K | Hold |
126
| – | – | ﹤0.01% | 533 |
|
2014
Q4 | $9K | Sell |
126
-75
| -37% | -$5.36K | ﹤0.01% | 523 |
|
2014
Q3 | $13K | Sell |
201
-30
| -13% | -$1.94K | ﹤0.01% | 462 |
|
2014
Q2 | $15K | Buy |
231
+141
| +157% | +$9.16K | ﹤0.01% | 434 |
|
2014
Q1 | $6K | Hold |
90
| – | – | ﹤0.01% | 581 |
|
2013
Q4 | $6K | Hold |
90
| – | – | ﹤0.01% | 589 |
|
2013
Q3 | $5K | Sell |
90
-10
| -10% | -$556 | ﹤0.01% | 566 |
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 525 |
|