Joseph P. Lucia & Associates’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 | $572K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $532K | Hold |
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|
2024
Q4 | $605K | Buy |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $517K | Sell |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $611K | Sell |
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|
2022
Q2 | $629K | Hold |
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|
2022
Q1 | $847K | Sell |
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|
2021
Q4 | $976K | Sell |
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|
2021
Q3 | $858K | Sell |
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|
2021
Q2 | $861K | Sell |
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|
2021
Q1 | $883K | Buy |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $437K | Sell |
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|
2020
Q2 | $426K | Hold |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $512K | Hold |
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|
2019
Q3 | $492K | Sell |
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|
2019
Q2 | $538K | Sell |
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|
2019
Q1 | $178 | Buy |
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