Laurel Wealth Advisors (North Carolina)’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 | $8.4M | Buy |
1,826,391
+1,818,996
| +24,598% | +$8.37M | 0.12% | 120 |
|
|
2025
Q1 | $1.46M | Sell |
7,395
-220
| -3% | -$43.4K | 0.23% | 91 |
|
|
2024
Q4 | $1.71M | Buy |
7,615
+85
| +1% | +$19.1K | 0.27% | 82 |
|
|
2024
Q3 | $1.51M | Buy |
7,530
+80
| +1% | +$16K | 0.24% | 89 |
|
|
2024
Q2 | $1.36M | Sell |
7,450
-1,185
| -14% | -$216K | 0.24% | 88 |
|
|
2024
Q1 | $1.59M | Buy |
8,635
+511
| +6% | +$94K | 0.27% | 81 |
|
|
2023
Q4 | $1.45M | Buy |
8,124
+2,050
| +34% | +$367K | 0.28% | 80 |
|
|
2023
Q3 | $978K | Buy |
6,074
+200
| +3% | +$32.2K | 0.21% | 95 |
|
|
2023
Q2 | $997K | Buy |
5,874
+617
| +12% | +$105K | 0.2% | 95 |
|
|
2023
Q1 | $786K | Buy |
5,257
+795
| +18% | +$119K | 0.17% | 103 |
|
|
2022
Q4 | $576K | Buy |
4,462
+666
| +18% | +$86K | 0.13% | 111 |
|
|
2022
Q3 | $541K | Buy |
3,796
+385
| +11% | +$54.9K | 0.13% | 110 |
|
|
2022
Q2 | $469K | Buy |
3,411
+420
| +14% | +$57.7K | 0.11% | 113 |
|
|
2022
Q1 | $553K | Sell |
2,991
-10
| -0.3% | -$1.85K | 0.12% | 116 |
|
|
2021
Q4 | $614K | Buy |
3,001
+135
| +5% | +$27.6K | 0.13% | 111 |
|
|
2021
Q3 | $514K | Buy |
2,866
+210
| +8% | +$37.7K | 0.11% | 118 |
|
|
2021
Q2 | $474K | Buy |
2,656
+980
| +58% | +$175K | 0.1% | 123 |
|
|
2021
Q1 | $282K | Buy |
1,676
+220
| +15% | +$37K | 0.07% | 141 |
|
|
2020
Q4 | $234K | Sell |
1,456
-46
| -3% | -$7.39K | 0.06% | 144 |
|
|
2020
Q3 | $221K | Buy |
1,502
+68
| +5% | +$10K | 0.07% | 136 |
|
|
2020
Q2 | $183K | Sell |
1,434
-120
| -8% | -$15.3K | 0.06% | 138 |
|
|
2020
Q1 | $152K | Sell |
1,554
-50
| -3% | -$4.89K | 0.06% | 140 |
|
|
2019
Q4 | $201K | Buy |
1,604
+40
| +3% | +$5.01K | 0.06% | 142 |
|
|
2019
Q3 | $189K | Buy |
1,564
+348
| +29% | +$42.1K | 0.06% | 143 |
|
|
2019
Q2 | $145K | Buy |
1,216
+250
| +26% | +$29.8K | 0.05% | 153 |
|
|
2019
Q1 | $110K | Buy |
966
+80
| +9% | +$9.11K | 0.04% | 169 |
|
|
2018
Q4 | $88K | Buy |
+886
| New | +$88K | 0.04% | 174 |
|