Fortis Group Advisors’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 | $10.4K | Sell |
48
-16,374
| -100% | -$3.54M | ﹤0.01% | 328 |
|
|
2025
Q1 | $3.24M | Sell |
16,422
-17,628
| -52% | -$3.48M | 0.63% | 50 |
|
|
2024
Q4 | $7.64M | Buy |
34,050
+34,002
| +70,838% | +$7.63M | 1.42% | 18 |
|
|
2024
Q3 | $9.57K | Hold |
48
| – | – | ﹤0.01% | 302 |
|
|
2024
Q2 | $8.71K | Hold |
48
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $8.78K | Sell |
48
-48
| -50% | -$8.78K | ﹤0.01% | 322 |
|
|
2023
Q4 | $17.1K | Buy |
96
+48
| +100% | +$8.54K | ﹤0.01% | 250 |
|
|
2023
Q3 | $7.69K | Buy |
+48
| New | +$7.69K | ﹤0.01% | 245 |
|
|
2020
Q3 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 317 |
|