HFS
Horizon Financial Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
8,813
-402
| -4% | -$87.4K | 1.02% | 26 |
|
|
2025
Q1 | $1.82M | Buy |
9,215
+669
| +8% | +$132K | 1.01% | 29 |
|
|
2024
Q4 | $1.92M | Buy |
8,546
+1,366
| +19% | +$306K | 1.08% | 30 |
|
|
2024
Q3 | $1.44M | Sell |
7,180
-1,542
| -18% | -$309K | 0.85% | 27 |
|
|
2024
Q2 | $1.59M | Buy |
8,722
+1,225
| +16% | +$223K | 1.01% | 26 |
|
|
2024
Q1 | $1.38M | Buy |
7,497
+1,298
| +21% | +$239K | 0.89% | 26 |
|
|
2023
Q4 | $1.11M | Sell |
6,199
-293
| -5% | -$52.4K | 0.78% | 27 |
|
|
2023
Q3 | $1.05M | Sell |
6,492
-1,021
| -14% | -$164K | 0.84% | 23 |
|
|
2023
Q2 | $1.28M | Sell |
7,513
-104
| -1% | -$17.7K | 1.04% | 21 |
|
|
2023
Q1 | $1.14M | Buy |
7,617
+357
| +5% | +$53.4K | 0.98% | 21 |
|
|
2022
Q4 | $938K | Buy |
7,260
+655
| +10% | +$84.6K | 0.81% | 22 |
|
|
2022
Q3 | $941K | Buy |
6,605
+120
| +2% | +$17.1K | 0.84% | 26 |
|
|
2022
Q2 | $892K | Buy |
6,485
+386
| +6% | +$53.1K | 0.69% | 25 |
|
|
2022
Q1 | $1.13M | Buy |
6,099
+1,707
| +39% | +$316K | 0.72% | 25 |
|
|
2021
Q4 | $898K | Sell |
4,392
-813
| -16% | -$166K | 0.55% | 31 |
|
|
2021
Q3 | $934K | Buy |
5,205
+788
| +18% | +$141K | 0.61% | 33 |
|
|
2021
Q2 | $789K | Buy |
+4,417
| New | +$789K | 0.57% | 41 |
|