Frisch Financial Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Buy |
|
|||||
|
2025
Q1 | $374K | Sell |
|
|||||
|
2024
Q4 | $428K | Sell |
|
|||||
|
2024
Q3 | $389K | Buy |
|
|||||
|
2024
Q2 | $353K | Sell |
|
|||||
|
2024
Q1 | $373K | Sell |
|
|||||
|
2023
Q4 | $364K | Buy |
|
|||||
|
2023
Q3 | $317K | Sell |
|
|||||
|
2023
Q2 | $443K | Sell |
|
|||||
|
2023
Q1 | $535K | Sell |
|
|||||
|
2022
Q4 | $520K | Buy |
|
|||||
|
2022
Q3 | $572K | Buy |
|
|||||
|
2022
Q2 | $551K | Buy |
|
|||||
|
2022
Q1 | $741K | Buy |
|
|||||
|
2021
Q4 | $811K | Sell |
|
|||||
|
2021
Q3 | $783K | Buy |
|
|||||
|
2021
Q2 | $779K | Sell |
|
|||||
|
2021
Q1 | $825K | Buy |
|
|||||
|
2020
Q4 | $787K | Buy |
|
|||||
|
2020
Q3 | $719K | Buy |
|
|||||
|
2020
Q2 | $612K | Sell |
|
|||||
|
2020
Q1 | $476K | Buy |
|
|||||
|
2019
Q4 | $606K | Sell |
|
|||||
|
2019
Q3 | $704K | Buy |
|
|||||
|
2019
Q2 | $646K | Sell |
|
|||||
|
2019
Q1 | $805K | Sell |
|
|||||
|
2018
Q4 | $1.12M | Buy |
|