Jackson Grant Investment Advisers’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 | $3.89M | Buy |
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|
2025
Q2 | $3.53M | Sell |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $4.24M | Buy |
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|
2024
Q3 | $3.78M | Sell |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.68M | Sell |
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|
2023
Q4 | $3.7M | Buy |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $3.52M | Buy |
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|
2023
Q1 | $3.1M | Sell |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $3.04M | Sell |
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|
2022
Q2 | $2.97M | Sell |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $3.94M | Sell |
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|
2021
Q2 | $4.1M | Sell |
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|
2021
Q1 | $4.03M | Buy |
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|
2020
Q4 | $3.85M | Sell |
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|
2020
Q3 | $3.77M | Sell |
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|
2020
Q2 | $3.3M | Sell |
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|
2020
Q1 | $2.59M | Sell |
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|
2019
Q4 | $3.35M | Sell |
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|
2019
Q3 | $3.49M | Sell |
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|
2019
Q2 | $3.53M | Sell |
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|
2019
Q1 | $3.57M | Sell |
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|
2018
Q4 | $3.33M | Sell |
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|
2018
Q3 | $4.12M | Buy |
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|
2018
Q2 | $3.61M | Sell |
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|
2018
Q1 | $3.51M | Sell |
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|
2017
Q4 | $3.42M | Sell |
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|
2017
Q3 | $3.13M | Sell |
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|
2017
Q2 | $3.17M | Sell |
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|
2017
Q1 | $3.14M | Sell |
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|
2016
Q4 | $2.92M | Buy |
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|
2016
Q3 | $2.8M | Sell |
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|
2016
Q2 | $2.78M | Buy |
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|
2016
Q1 | $2.8M | Sell |
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|
2015
Q4 | $2.8M | Buy |
|