Iron Horse Wealth Management’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 | $11.1K | Hold |
51
| – | – | ﹤0.01% | 266 |
|
2025
Q1 | $10.1K | Hold |
51
| – | – | ﹤0.01% | 273 |
|
2024
Q4 | $11.4K | Hold |
51
| – | – | ﹤0.01% | 227 |
|
2024
Q3 | $10.2K | Hold |
51
| – | – | ﹤0.01% | 238 |
|
2024
Q2 | $9.24K | Buy |
+51
| New | +$9.24K | ﹤0.01% | 222 |
|
2024
Q1 | – | Sell |
-33
| Closed | -$5.9K | – | 523 |
|
2023
Q4 | $5.9K | Hold |
33
| – | – | ﹤0.01% | 244 |
|
2023
Q3 | $5.31K | Buy |
+33
| New | +$5.31K | ﹤0.01% | 251 |
|