Focus Partners Wealth’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 | $4.24M | Sell |
19,513
-540
| -3% | -$117K | 0.01% | 720 |
|
|
2025
Q1 | $3.96M | Sell |
20,053
-792
| -4% | -$156K | 0.01% | 691 |
|
|
2024
Q4 | $4.68M | Buy |
20,845
+5,029
| +32% | +$1.13M | 0.01% | 620 |
|
|
2024
Q3 | $3.17M | Buy |
15,816
+8,697
| +122% | +$1.74M | 0.01% | 667 |
|
|
2024
Q2 | $1.3M | Buy |
7,119
+4,927
| +225% | +$899K | ﹤0.01% | 742 |
|
|
2024
Q1 | $403K | Sell |
2,192
-822
| -27% | -$151K | ﹤0.01% | 763 |
|
|
2023
Q4 | $539K | Buy |
+3,014
| New | +$539K | 0.01% | 563 |
|