Heartwood Wealth Advisors’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 | $392K | Buy |
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|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $977K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $913K | Sell |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $731K | Sell |
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|
2022
Q2 | $722K | Buy |
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|
2022
Q1 | $930K | Sell |
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|
2021
Q4 | $1.25M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $2.97M | Sell |
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|
2020
Q3 | $2.81M | Sell |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $1.89M | Buy |
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|
2019
Q4 | $2.15M | Buy |
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