Key Financial Inc’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 | $143K | Buy |
658
+205
| +45% | +$44.6K | 0.03% | 325 |
|
|
2025
Q1 | $89.4K | Hold |
453
| – | – | 0.02% | 380 |
|
|
2024
Q4 | $102K | Buy |
453
+30
| +7% | +$6.73K | 0.02% | 348 |
|
|
2024
Q3 | $84.8K | Hold |
423
| – | – | 0.02% | 377 |
|
|
2024
Q2 | $77.2K | Hold |
423
| – | – | 0.02% | 382 |
|
|
2024
Q1 | $77.8K | Sell |
423
-21
| -5% | -$3.86K | 0.02% | 367 |
|
|
2023
Q4 | $79.4K | Hold |
444
| – | – | 0.02% | 345 |
|
|
2023
Q3 | $71.5K | Buy |
444
+108
| +32% | +$17.4K | 0.02% | 342 |
|
|
2023
Q2 | $57.1K | Hold |
336
| – | – | 0.02% | 385 |
|
|
2023
Q1 | $50.2K | Buy |
336
+125
| +59% | +$18.7K | 0.02% | 394 |
|
|
2022
Q4 | $30.1K | Hold |
211
| – | – | 0.01% | 433 |
|
|
2022
Q3 | $30K | Hold |
211
| – | – | 0.01% | 438 |
|
|
2022
Q2 | $30K | Buy |
211
+15
| +8% | +$2.13K | 0.02% | 440 |
|
|
2022
Q1 | $36K | Hold |
196
| – | – | 0.02% | 406 |
|
|
2021
Q4 | $40K | Buy |
196
+36
| +23% | +$7.35K | 0.02% | 376 |
|
|
2021
Q3 | $29K | Hold |
160
| – | – | 0.02% | 413 |
|
|
2021
Q2 | $29K | Hold |
160
| – | – | 0.02% | 415 |
|
|
2021
Q1 | $27K | Hold |
160
| – | – | 0.02% | 355 |
|
|
2020
Q4 | $26K | Buy |
+160
| New | +$26K | 0.02% | 335 |
|
|
2020
Q2 | – | Sell |
-160
| Closed | -$16K | – | 669 |
|
|
2020
Q1 | $16K | Buy |
+160
| New | +$16K | 0.02% | 353 |
|