H&H Retirement Design & 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 | $3.37M | Buy |
15,108
+1,236
| +9% | +$276K | 1.85% | 18 |
|
|
2025
Q1 | $2.5M | Buy |
13,872
+101
| +0.7% | +$18.2K | 1.67% | 18 |
|
|
2024
Q4 | $3.01M | Sell |
13,771
-1,185
| -8% | -$259K | 1.83% | 18 |
|
|
2024
Q3 | $2.96M | Buy |
14,956
+574
| +4% | +$114K | 1.74% | 18 |
|
|
2024
Q2 | $2.73M | Buy |
14,382
+183
| +1% | +$34.7K | 1.69% | 18 |
|
|
2024
Q1 | $2.42M | Sell |
14,199
-1,821
| -11% | -$310K | 1.6% | 18 |
|
|
2023
Q4 | $2.86M | Sell |
16,020
-1,171
| -7% | -$209K | 1.8% | 18 |
|
|
2023
Q3 | $2.73M | Sell |
17,191
-106
| -0.6% | -$16.9K | 1.89% | 18 |
|
|
2023
Q2 | $3.02M | Sell |
17,297
-566
| -3% | -$98.8K | 2% | 17 |
|
|
2023
Q1 | $2.62M | Buy |
+17,863
| New | +$2.62M | 1.67% | 18 |
|