Insight Wealth Strategies’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $8.16M | Sell |
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|
2024
Q4 | $11M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $21.1M | Buy |
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|
2019
Q3 | $20.3M | Buy |
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|
2019
Q2 | $18.2M | Buy |
|