Journey Advisory Group’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
Q2 | $1.16M | Buy |
5,339
+3,000
| +128% | +$652K | 0.09% | 152 |
|
|
2025
Q1 | $462K | Hold |
2,339
| – | – | 0.04% | 197 |
|
|
2024
Q4 | $427K | Hold |
2,339
| – | – | 0.05% | 166 |
|
|
2024
Q3 | $427K | Sell |
2,339
-18
| -0.8% | -$3.28K | 0.05% | 166 |
|
|
2024
Q2 | $430K | Hold |
2,357
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $433K | Hold |
2,357
| – | – | 0.05% | 169 |
|
|
2023
Q4 | $421K | Sell |
2,357
-198
| -8% | -$35.4K | 0.06% | 157 |
|
|
2023
Q3 | $411K | Sell |
2,555
-100
| -4% | -$16.1K | 0.06% | 156 |
|
|
2023
Q2 | $451K | Sell |
2,655
-159
| -6% | -$27K | 0.07% | 156 |
|
|
2023
Q1 | $421K | Sell |
2,814
-237
| -8% | -$35.4K | 0.07% | 160 |
|
|
2022
Q4 | $394K | Buy |
3,051
+472
| +18% | +$61K | 0.1% | 150 |
|
|
2022
Q3 | $367K | Buy |
2,579
+94
| +4% | +$13.4K | 0.09% | 167 |
|
|
2022
Q2 | $407K | Sell |
2,485
-63
| -2% | -$10.3K | 0.09% | 172 |
|
|
2022
Q1 | $471K | Hold |
2,548
| – | – | 0.12% | 141 |
|
|
2021
Q4 | $521K | Buy |
2,548
+100
| +4% | +$20.4K | 0.14% | 127 |
|
|
2021
Q3 | $439K | Buy |
2,448
+815
| +50% | +$146K | 0.14% | 128 |
|
|
2021
Q2 | $292K | Hold |
1,633
| – | – | 0.09% | 164 |
|
|
2021
Q1 | $274K | Hold |
1,633
| – | – | 0.1% | 161 |
|
|
2020
Q4 | $263K | Buy |
+1,633
| New | +$263K | 0.1% | 152 |
|