Icon Wealth Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $325K | Sell |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $296K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $7K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $372K | Buy |
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|
2018
Q2 | $6K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Buy |
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