FSC 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
Q1 | – | Sell |
-19,449
| Closed | -$4.36M | – | 325 |
|
|
2024
Q4 | $4.36M | Buy |
19,449
+373
| +2% | +$83.7K | 2.81% | 10 |
|
|
2024
Q3 | $3.82M | Buy |
+19,076
| New | +$3.82M | 2.74% | 9 |
|
|
2024
Q1 | – | Sell |
-36,111
| Closed | -$6.46M | – | 311 |
|
|
2023
Q4 | $6.46M | Buy |
36,111
+36,102
| +401,133% | +$6.46M | 4.73% | 7 |
|
|
2023
Q3 | $1.45K | Sell |
9
-16,902
| -100% | -$2.72M | ﹤0.01% | 217 |
|
|
2023
Q2 | $2.87M | Buy |
+16,911
| New | +$2.87M | 2.58% | 9 |
|