Innova Wealth 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
Q2 | $4.51M | Buy |
+20,749
| New | +$4.51M | 2.65% | 12 |
|
|
2025
Q1 | – | Sell |
-26,247
| Closed | -$5.89M | – | 107 |
|
|
2024
Q4 | $5.89M | Buy |
26,247
+24,937
| +1,904% | +$5.59M | 3.71% | 6 |
|
|
2024
Q3 | $262K | Sell |
1,310
-24,947
| -95% | -$5M | 0.22% | 64 |
|
|
2024
Q2 | $4.79M | Sell |
26,257
-252
| -1% | -$46K | 3.43% | 11 |
|
|
2024
Q1 | $4.87M | Sell |
26,509
-213
| -0.8% | -$39.2K | 3.77% | 12 |
|
|
2023
Q4 | $4.78M | Sell |
26,722
-2,327
| -8% | -$416K | 4.11% | 8 |
|
|
2023
Q3 | $4.68M | Sell |
29,049
-335
| -1% | -$53.9K | 4.2% | 9 |
|
|
2023
Q2 | $4.99M | Buy |
+29,384
| New | +$4.99M | 4.25% | 7 |
|
|
2022
Q1 | – | Sell |
-29,710
| Closed | -$6.07M | – | 76 |
|
|
2021
Q4 | $6.07M | Buy |
29,710
+902
| +3% | +$184K | 4.3% | 7 |
|
|
2021
Q3 | $5.17M | Buy |
28,808
+1,133
| +4% | +$203K | 4.1% | 8 |
|
|
2021
Q2 | $4.94M | Buy |
27,675
+779
| +3% | +$139K | 3.89% | 12 |
|
|
2021
Q1 | $4.52M | Sell |
26,896
-1,435
| -5% | -$241K | 3.84% | 11 |
|
|
2020
Q4 | $4.56M | Buy |
+28,331
| New | +$4.56M | 4.26% | 5 |
|