JJBC
James J. Burns & Company’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 | $320K | Buy |
1,474
+200
| +16% | +$43.5K | 0.05% | 118 |
|
2025
Q1 | $252K | Hold |
1,274
| – | – | 0.05% | 128 |
|
2024
Q4 | $286K | Buy |
1,274
+1
| +0.1% | +$224 | 0.05% | 122 |
|
2024
Q3 | $256K | Hold |
1,273
| – | – | 0.05% | 123 |
|
2024
Q2 | $232K | Buy |
+1,273
| New | +$232K | 0.05% | 117 |
|