Journey Strategic Wealth’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 | $415K | Buy |
1,911
+129
| +7% | +$28K | 0.01% | 335 |
|
|
2025
Q1 | $352K | Buy |
1,782
+105
| +6% | +$20.7K | 0.01% | 297 |
|
|
2024
Q4 | $376K | Sell |
1,677
-84
| -5% | -$18.8K | 0.01% | 285 |
|
|
2024
Q3 | $353K | Buy |
1,761
+187
| +12% | +$37.5K | 0.01% | 294 |
|
|
2024
Q2 | $287K | Buy |
+1,574
| New | +$287K | 0.01% | 264 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$245K | – | 241 |
|
|
2021
Q4 | $245K | Buy |
+1,200
| New | +$245K | 0.03% | 152 |
|