Icon Wealth Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Icon Wealth Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Hold
2025 Q1	$274K	Sell
2024 Q4	$317K	Sell
2024 Q3	$297K	Buy
2024 Q2	–	Sell
2024 Q1	$281K	Hold
2023 Q4	$274K	Buy
2022 Q4	$221K	Buy
2022 Q3	$226K	Buy