GWP
Gateway Wealth Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,179
| Closed | -$215K | – | 294 |
|
|
2024
Q2 | $215K | Sell |
1,179
-48
| -4% | -$8.76K | 0.07% | 248 |
|
|
2024
Q1 | $226K | Sell |
1,227
-101
| -8% | -$18.6K | 0.08% | 213 |
|
|
2023
Q4 | $237K | Sell |
1,328
-598
| -31% | -$107K | 0.1% | 188 |
|
|
2023
Q3 | $310K | Buy |
1,926
+1
| +0.1% | +$161 | 0.06% | 190 |
|
|
2023
Q2 | $327K | Buy |
1,925
+161
| +9% | +$27.3K | 0.06% | 172 |
|
|
2023
Q1 | $264K | Buy |
1,764
+9
| +0.5% | +$1.35K | 0.04% | 178 |
|
|
2022
Q4 | $227K | Buy |
+1,755
| New | +$227K | 0.04% | 176 |
|