Foguth Wealth Management’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 | – | Sell |
-9,655
| Closed | -$1.91M | – | 167 |
|
|
2025
Q1 | $1.91M | Sell |
9,655
-7,418
| -43% | -$1.46M | 0.46% | 39 |
|
|
2024
Q4 | $3.93M | Buy |
17,073
+8,223
| +93% | +$1.89M | 1.03% | 29 |
|
|
2024
Q3 | $1.74M | Sell |
8,850
-294
| -3% | -$57.9K | 0.63% | 39 |
|
|
2024
Q2 | $1.67M | Buy |
9,144
+3,140
| +52% | +$573K | 0.74% | 34 |
|
|
2024
Q1 | $1.1M | Buy |
+6,004
| New | +$1.1M | 0.59% | 39 |
|