LGT 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 | $16.1K | Buy |
74
+31
| +72% | +$6.74K | 0.04% | 171 |
|
|
2025
Q1 | $8.49K | Sell |
43
-28
| -39% | -$5.53K | 0.03% | 180 |
|
|
2024
Q4 | $15.9K | Buy |
71
+2
| +3% | +$449 | 0.04% | 359 |
|
|
2024
Q3 | $13.9K | Sell |
69
-6
| -8% | -$1.21K | 0.03% | 357 |
|
|
2024
Q2 | $13.7K | Sell |
75
-769
| -91% | -$140K | 0.03% | 396 |
|
|
2024
Q1 | $155K | Buy |
844
+333
| +65% | +$61.2K | 0.18% | 134 |
|
|
2023
Q4 | $91.4K | Sell |
511
-6
| -1% | -$1.07K | 0.11% | 170 |
|
|
2023
Q3 | $83.2K | Buy |
517
+240
| +87% | +$38.6K | 0.11% | 173 |
|
|
2023
Q2 | $47.1K | Buy |
+277
| New | +$47.1K | 0.05% | 163 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$2.6K | – | 208 |
|
|
2022
Q4 | $2.6K | Buy |
+20
| New | +$2.6K | ﹤0.01% | 172 |
|