IronBridge Private Wealth’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
Q1 | – | Sell |
-11,962
| Closed | -$2.68M | – | 61 |
|
|
2024
Q4 | $2.68M | Buy |
+11,962
| New | +$2.68M | 0.99% | 28 |
|
|
2023
Q3 | – | Sell |
-20,699
| Closed | -$3.51M | – | 43 |
|
|
2023
Q2 | $3.51M | Buy |
+20,699
| New | +$3.51M | 1.98% | 19 |
|
|
2022
Q1 | – | Sell |
-317
| Closed | -$65K | – | 304 |
|
|
2021
Q4 | $65K | Buy |
+317
| New | +$65K | 0.03% | 62 |
|