IWS
Insight Wealth Strategies’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
940
-40,393
| -98% | -$8.81M | 0.03% | 169 |
|
|
2025
Q1 | $8.16M | Sell |
41,333
-7,605
| -16% | -$1.5M | 1.1% | 26 |
|
|
2024
Q4 | $11M | Buy |
+48,938
| New | +$11M | 1.47% | 18 |
|
|
2022
Q1 | – | Sell |
-1,042
| Closed | -$213K | – | 170 |
|
|
2021
Q4 | $213K | Buy |
+1,042
| New | +$213K | 0.03% | 147 |
|
|
2021
Q2 | – | Sell |
-1,403
| Closed | -$236K | – | 239 |
|
|
2021
Q1 | $236K | Sell |
1,403
-26
| -2% | -$4.37K | 0.03% | 203 |
|
|
2020
Q4 | $230K | Buy |
1,429
+2
| +0.1% | +$322 | 0.04% | 203 |
|
|
2020
Q3 | $210K | Sell |
1,427
-471
| -25% | -$69.3K | 0.04% | 190 |
|
|
2020
Q2 | $242K | Sell |
1,898
-1,044
| -35% | -$133K | 0.05% | 147 |
|
|
2020
Q1 | $289K | Sell |
2,942
-165,323
| -98% | -$16.2M | 0.08% | 115 |
|
|
2019
Q4 | $21.1M | Buy |
168,265
+310
| +0.2% | +$38.9K | 4.47% | 5 |
|
|
2019
Q3 | $20.3M | Buy |
167,955
+15,320
| +10% | +$1.85M | 4.76% | 5 |
|
|
2019
Q2 | $18.2M | Buy |
+152,635
| New | +$18.2M | 4.45% | 7 |
|