Golden State Wealth Management’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 | $1.07M | Hold |
|
|||||
|
2025
Q1 | $970K | Sell |
|
|||||
|
2024
Q4 | $1.11M | Buy |
|
|||||
|
2022
Q1 | $1.01M | Buy |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|
|||||
|
2021
Q3 | $972K | Sell |
|
|||||
|
2021
Q2 | $1.02M | Sell |
|
|||||
|
2021
Q1 | $979K | Sell |
|
|||||
|
2020
Q4 | $949K | Sell |
|
|||||
|
2020
Q3 | $885K | Hold |
|
|||||
|
2020
Q2 | $769K | Sell |
|
|||||
|
2020
Q1 | $740K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $1.17M | Buy |
|
|||||
|
2019
Q2 | $1.13M | Sell |
|
|||||
|
2019
Q1 | $1.18M | Buy |
|