LGT Financial Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41K | Buy |
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|
2025
Q2 | $16.1K | Buy |
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|
2025
Q1 | $8.49K | Sell |
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|
2024
Q4 | $15.9K | Buy |
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|
2024
Q3 | $13.9K | Sell |
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|
2024
Q2 | $13.7K | Sell |
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|
2024
Q1 | $155K | Buy |
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|
2023
Q4 | $91.4K | Sell |
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|
2023
Q3 | $83.2K | Buy |
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|
2023
Q2 | $47.1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.6K | Buy |
|