JFS Wealth Advisors’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
Q2 | $47.2K | Hold |
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|
2025
Q1 | $42.8K | Sell |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $128K | Buy |
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|
2024
Q2 | $39.6K | Buy |
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|
2024
Q1 | $39K | Sell |
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|
2023
Q4 | $59.2K | Hold |
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|
2023
Q3 | $53.3K | Hold |
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|
2023
Q2 | $56.2K | Sell |
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|
2023
Q1 | $53.2K | Sell |
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|
2022
Q4 | $62.1K | Sell |
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|
2022
Q3 | $147K | Hold |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $187K | Hold |
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|
2021
Q3 | $164K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $30K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q4 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $9K | Buy |
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