Frazier Financial 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 | $69.7K | Buy |
321
+1
| +0.3% | +$217 | 0.05% | 120 |
|
|
2025
Q1 | $63.2K | Sell |
320
-8
| -2% | -$1.58K | 0.05% | 117 |
|
|
2024
Q4 | $74.2K | Sell |
328
-65
| -17% | -$14.7K | 0.06% | 104 |
|
|
2024
Q3 | $78.7K | Buy |
393
+4
| +1% | +$801 | 0.06% | 104 |
|
|
2024
Q2 | $71K | Buy |
389
+72
| +23% | +$13.1K | 0.06% | 116 |
|
|
2024
Q1 | $58.4K | Hold |
317
| – | – | 0.05% | 138 |
|
|
2023
Q4 | $56.6K | Buy |
+317
| New | +$56.6K | 0.05% | 126 |
|