Kingswood Wealth Advisors’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 | $1.61M | Buy |
7,399
+1,008
| +16% | +$219K | 0.13% | 176 |
|
|
2025
Q1 | $1.27M | Sell |
6,391
-3,127
| -33% | -$619K | 0.12% | 207 |
|
|
2024
Q4 | $2.14M | Sell |
9,518
-1,674
| -15% | -$376K | 0.16% | 143 |
|
|
2024
Q3 | $2.24M | Buy |
11,192
+2,647
| +31% | +$531K | 0.16% | 146 |
|
|
2024
Q2 | $1.56M | Buy |
8,545
+315
| +4% | +$57.5K | 0.14% | 149 |
|
|
2024
Q1 | $1.51M | Sell |
8,230
-3,280
| -28% | -$603K | 0.17% | 144 |
|
|
2023
Q4 | $2.06M | Buy |
11,510
+9,375
| +439% | +$1.68M | 0.23% | 97 |
|
|
2023
Q3 | $1.5M | Sell |
2,135
-11,919
| -85% | -$8.39M | 0.26% | 105 |
|
|
2023
Q2 | $2.39M | Buy |
+14,054
| New | +$2.39M | 0.76% | 29 |
|