HM Payson & Co’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
Q1 | $26.5K | Buy |
134
+88
| +191% | +$17.4K | ﹤0.01% | 747 |
|
|
2024
Q4 | $10.3K | Hold |
46
| – | – | ﹤0.01% | 839 |
|
|
2024
Q3 | $9.22K | Hold |
46
| – | – | ﹤0.01% | 845 |
|
|
2024
Q2 | $8.39K | Buy |
+46
| New | +$8.39K | ﹤0.01% | 851 |
|
|
2023
Q1 | – | Sell |
-60
| Closed | -$7.75K | – | 1042 |
|
|
2022
Q4 | $7.75K | Sell |
60
-700
| -92% | -$90.4K | ﹤0.01% | 764 |
|
|
2022
Q3 | $108K | Buy |
760
+565
| +290% | +$80.3K | ﹤0.01% | 457 |
|
|
2022
Q2 | $27K | Buy |
195
+90
| +86% | +$12.5K | ﹤0.01% | 671 |
|
|
2022
Q1 | $19K | Buy |
+105
| New | +$19K | ﹤0.01% | 762 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$6K | – | 947 |
|
|
2020
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 800 |
|
|
2019
Q4 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 832 |
|