FineMark National Bank & Trust’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 | $603K | Buy |
|
|||||
|
2025
Q1 | $396K | Hold |
|
|||||
|
2024
Q4 | $450K | Hold |
|
|||||
|
2024
Q3 | $402K | Sell |
|
|||||
|
2024
Q2 | $395K | Hold |
|
|||||
|
2024
Q1 | $398K | Sell |
|
|||||
|
2023
Q4 | $398K | Buy |
|
|||||
|
2023
Q3 | $341K | Hold |
|
|||||
|
2023
Q2 | $360K | Sell |
|
|||||
|
2023
Q1 | $343K | Buy |
|
|||||
|
2022
Q4 | $233K | Hold |
|
|||||
|
2022
Q3 | $257K | Sell |
|
|||||
|
2022
Q2 | $255K | Sell |
|
|||||
|
2022
Q1 | $363K | Sell |
|
|||||
|
2021
Q4 | $407K | Sell |
|
|||||
|
2021
Q3 | $362K | Sell |
|
|||||
|
2021
Q2 | $372K | Buy |
|
|||||
|
2021
Q1 | $323K | Buy |
|
|||||
|
2020
Q4 | $214K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $220K | Sell |
|
|||||
|
2019
Q3 | $223K | Sell |
|
|||||
|
2019
Q2 | $336K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $23K | Buy |
|
|||||
|
2016
Q3 | $10K | Hold |
|
|||||
|
2016
Q2 | $10K | Sell |
|
|||||
|
2016
Q1 | $16K | Hold |
|
|||||
|
2015
Q4 | $16K | Sell |
|
|||||
|
2015
Q3 | $29K | Sell |
|
|||||
|
2015
Q2 | $122K | Buy |
|
|||||
|
2015
Q1 | $23K | Hold |
|
|||||
|
2014
Q4 | $22K | Hold |
|
|||||
|
2014
Q3 | $20K | Hold |
|
|||||
|
2014
Q2 | $20K | Hold |
|
|||||
|
2014
Q1 | $19K | Hold |
|
|||||
|
2013
Q4 | $20K | Buy |
|