Horizon Wealth 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 | $297K | Sell |
1,365
-157
| -10% | -$34.1K | 0.05% | 79 |
|
|
2025
Q1 | $301K | Sell |
1,522
-56,202
| -97% | -$11.1M | 0.05% | 75 |
|
|
2024
Q4 | $13M | Buy |
57,724
+56,304
| +3,965% | +$12.6M | 2.25% | 14 |
|
|
2024
Q3 | $285K | Hold |
1,420
| – | – | 0.06% | 61 |
|
|
2024
Q2 | $259K | Hold |
1,420
| – | – | 0.06% | 59 |
|
|
2024
Q1 | $261K | Sell |
1,420
-262
| -16% | -$48.2K | 0.07% | 63 |
|
|
2023
Q4 | $301K | Sell |
1,682
-102
| -6% | -$18.2K | 0.08% | 55 |
|
|
2023
Q3 | $287K | Hold |
1,784
| – | – | 0.12% | 52 |
|
|
2023
Q2 | $303K | Sell |
1,784
-218
| -11% | -$37K | 0.12% | 55 |
|
|
2023
Q1 | $299K | Hold |
2,002
| – | – | 0.22% | 50 |
|
|
2022
Q4 | $259K | Sell |
2,002
-974
| -33% | -$126K | 0.21% | 54 |
|
|
2022
Q3 | $424K | Sell |
2,976
-1,747
| -37% | -$249K | 0.31% | 33 |
|
|
2022
Q2 | $649K | Sell |
4,723
-3,472
| -42% | -$477K | 0.27% | 46 |
|
|
2022
Q1 | $1.52M | Sell |
8,195
-13
| -0.2% | -$2.41K | 0.47% | 28 |
|
|
2021
Q4 | $1.68M | Buy |
+8,208
| New | +$1.68M | 0.49% | 28 |
|