Golden State Equity Partners’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 | $268K | Sell |
1,234
-21
| -2% | -$4.57K | 0.05% | 357 |
|
|
2025
Q1 | $248K | Sell |
1,255
-69
| -5% | -$13.6K | 0.05% | 370 |
|
|
2024
Q4 | $297K | Buy |
1,324
+843
| +175% | +$189K | 0.06% | 337 |
|
|
2024
Q3 | $96.4K | Sell |
481
-864
| -64% | -$173K | 0.05% | 282 |
|
|
2024
Q2 | $245K | Buy |
+1,345
| New | +$245K | 0.05% | 352 |
|
|
2023
Q4 | $331K | Buy |
+1,852
| New | +$331K | 0.08% | 260 |
|
|
2023
Q3 | – | Sell |
-1,271
| Closed | -$216K | – | 361 |
|
|
2023
Q2 | $216K | Sell |
1,271
-94
| -7% | -$16K | 0.06% | 334 |
|
|
2023
Q1 | $204K | Buy |
+1,365
| New | +$204K | 0.11% | 202 |
|
|
2021
Q3 | – | Sell |
-4,480
| Closed | -$800K | – | 278 |
|
|
2021
Q2 | $800K | Buy |
+4,480
| New | +$800K | 0.31% | 83 |
|