Foster Victor Wealth 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 | $284K | Buy |
1,296
+161
| +14% | +$35.3K | 0.02% | 169 |
|
|
2025
Q1 | $215K | Buy |
1,135
+97
| +9% | +$18.4K | 0.02% | 181 |
|
|
2024
Q4 | $238K | Sell |
1,038
-12
| -1% | -$2.75K | 0.02% | 173 |
|
|
2024
Q3 | $208K | Buy |
1,050
+12
| +1% | +$2.38K | 0.02% | 185 |
|
|
2024
Q2 | $202K | Buy |
+1,038
| New | +$202K | 0.02% | 186 |
|
|
2022
Q1 | – | Sell |
-1,062
| Closed | -$214K | – | 153 |
|
|
2021
Q4 | $214K | Buy |
+1,062
| New | +$214K | 0.03% | 132 |
|