Hurlow Wealth Management Group’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 | $281K | Hold |
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|
2025
Q1 | $256K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $259K | Buy |
|
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $221K | Hold |
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|
2021
Q1 | $208K | Buy |
|