HUB Investment Partners’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 | – | Sell |
-1,141
| Closed | -$256K | – | 604 |
|
|
2024
Q4 | $256K | Sell |
1,141
-205
| -15% | -$46K | 0.01% | 431 |
|
|
2024
Q3 | $270K | Sell |
1,346
-492
| -27% | -$98.6K | 0.01% | 403 |
|
|
2024
Q2 | $335K | Hold |
1,838
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $338K | Sell |
1,838
-167
| -8% | -$30.7K | 0.02% | 331 |
|
|
2023
Q4 | $359K | Buy |
2,005
+134
| +7% | +$24K | 0.02% | 276 |
|
|
2023
Q3 | $301K | Hold |
1,871
| – | – | 0.05% | 185 |
|
|
2023
Q2 | $318K | Buy |
+1,871
| New | +$318K | 0.05% | 180 |
|