FWL Investment Management’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 | $88.3K | Buy |
406
+31
| +8% | +$6.74K | 0.03% | 125 |
|
|
2025
Q1 | $74K | Buy |
375
+374
| +37,400% | +$73.9K | 0.03% | 127 |
|
|
2024
Q4 | $224 | Hold |
1
| – | – | ﹤0.01% | 305 |
|
|
2024
Q3 | $200 | Hold |
1
| – | – | ﹤0.01% | 292 |
|
|
2024
Q2 | $182 | Hold |
1
| – | – | ﹤0.01% | 234 |
|
|
2024
Q1 | $184 | Hold |
1
| – | – | ﹤0.01% | 223 |
|
|
2023
Q4 | $179 | Hold |
1
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $161 | Buy |
+1
| New | +$161 | ﹤0.01% | 187 |
|
|
2023
Q2 | – | Sell |
-71
| Closed | -$10.6K | – | 82 |
|
|
2023
Q1 | $10.6K | Buy |
+71
| New | +$10.6K | 0.01% | 65 |
|
|
2022
Q4 | – | Sell |
-380
| Closed | -$54K | – | 203 |
|
|
2022
Q3 | $54K | Buy |
+380
| New | +$54K | 0.05% | 43 |
|