Icon Wealth Advisors’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 | $302K | Hold |
1,390
| – | – | 0.02% | 311 |
|
|
2025
Q1 | $274K | Sell |
1,390
-22
| -2% | -$4.34K | 0.02% | 298 |
|
|
2024
Q4 | $317K | Sell |
1,412
-71
| -5% | -$15.9K | 0.03% | 292 |
|
|
2024
Q3 | $297K | Buy |
+1,483
| New | +$297K | 0.02% | 297 |
|
|
2024
Q2 | – | Sell |
-1,530
| Closed | -$281K | – | 506 |
|
|
2024
Q1 | $281K | Hold |
1,530
| – | – | 0.03% | 293 |
|
|
2023
Q4 | $274K | Buy |
+1,530
| New | +$274K | 0.03% | 276 |
|
|
2022
Q4 | $221K | Buy |
1,710
+121
| +8% | +$15.6K | 0.03% | 294 |
|
|
2022
Q3 | $226K | Buy |
+1,589
| New | +$226K | 0.03% | 278 |
|