Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-115
| Closed | -$23K | – | 1250 |
|
|
2024
Q3 | $23K | Hold |
115
| – | – | 0.01% | 662 |
|
|
2024
Q2 | $20K | Hold |
115
| – | – | 0.01% | 683 |
|
|
2024
Q1 | $21.1K | Sell |
115
-70
| -38% | -$12.9K | 0.01% | 667 |
|
|
2023
Q4 | $33K | Hold |
185
| – | – | 0.01% | 546 |
|
|
2023
Q3 | $29.8K | Buy |
+185
| New | +$29.8K | 0.01% | 557 |
|
|
2023
Q1 | $28K | Buy |
+185
| New | +$28K | 0.01% | 569 |
|
|
2022
Q4 | – | Sell |
-241
| Closed | -$34K | – | 1191 |
|
|
2022
Q3 | $34K | Buy |
+241
| New | +$34K | 0.01% | 474 |
|