Graves Light Lenhart Wealth’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
Q3 | $353K | Hold |
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|
2025
Q2 | $320K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $306K | Hold |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $197K | Hold |
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|
2021
Q3 | $173K | Sell |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $200K | Buy |
|