Legend Financial 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 | $156K | Buy |
+716
| New | +$156K | 0.1% | 40 |
|
|
2025
Q1 | – | Sell |
-716
| Closed | -$161K | – | 261 |
|
|
2024
Q4 | $161K | Hold |
716
| – | – | 0.11% | 36 |
|
|
2024
Q3 | $143K | Hold |
716
| – | – | 0.1% | 37 |
|
|
2024
Q2 | $131K | Hold |
716
| – | – | 0.09% | 46 |
|
|
2024
Q1 | $132K | Hold |
716
| – | – | 0.1% | 43 |
|
|
2023
Q4 | $128K | Hold |
716
| – | – | 0.1% | 43 |
|
|
2023
Q3 | $115K | Hold |
716
| – | – | 0.1% | 50 |
|
|
2023
Q2 | $122K | Hold |
716
| – | – | 0.1% | 46 |
|
|
2023
Q1 | $107K | Sell |
716
-211
| -23% | -$31.6K | 0.09% | 47 |
|
|
2022
Q4 | $120K | Hold |
927
| – | – | 0.1% | 49 |
|
|
2022
Q3 | $132K | Buy |
+927
| New | +$132K | 0.12% | 41 |
|
|
2022
Q1 | – | Sell |
-7,046
| Closed | -$1.44M | – | 46 |
|
|
2021
Q4 | $1.44M | Buy |
+7,046
| New | +$1.44M | 1% | 17 |
|