Horizon Wealth Management’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
Q2 | $297K | Sell |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $13M | Buy |
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|
2024
Q3 | $285K | Hold |
|
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|
2024
Q2 | $259K | Hold |
|
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|
2024
Q1 | $261K | Sell |
|
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|
2023
Q4 | $301K | Sell |
|
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|
2023
Q3 | $287K | Hold |
|
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $299K | Hold |
|
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $649K | Sell |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.68M | Buy |
|