L.M. Kohn & Company’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 | $488K | Sell |
2,247
-125
| -5% | -$27.2K | 0.13% | 143 |
|
|
2025
Q1 | $468K | Sell |
2,372
-3
| -0.1% | -$592 | 0.12% | 151 |
|
|
2024
Q4 | $533K | Hold |
2,375
| – | – | 0.14% | 135 |
|
|
2024
Q3 | $476K | Hold |
2,375
| – | – | 0.12% | 152 |
|
|
2024
Q2 | $433K | Buy |
2,375
+550
| +30% | +$100K | 0.12% | 153 |
|
|
2024
Q1 | $336K | Hold |
1,825
| – | – | 0.09% | 190 |
|
|
2023
Q4 | $326K | Hold |
1,825
| – | – | 0.1% | 170 |
|
|
2023
Q3 | $294K | Hold |
1,825
| – | – | 0.11% | 164 |
|
|
2023
Q2 | $310K | Buy |
+1,825
| New | +$310K | 0.12% | 163 |
|