LC
Lindbrook Capital’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.59M | Buy |
8,074
+7,900
| +4,540% | +$1.56M | 0.15% | 91 |
|
2024
Q4 | $39K | Hold |
174
| – | – | ﹤0.01% | 925 |
|
2024
Q3 | $34.9K | Buy |
174
+15
| +9% | +$3.01K | ﹤0.01% | 990 |
|
2024
Q2 | $29K | Sell |
159
-80
| -33% | -$14.6K | ﹤0.01% | 1036 |
|
2024
Q1 | $44K | Hold |
239
| – | – | ﹤0.01% | 825 |
|
2023
Q4 | $42.7K | Hold |
239
| – | – | ﹤0.01% | 814 |
|
2023
Q3 | $38.5K | Hold |
239
| – | – | ﹤0.01% | 784 |
|
2023
Q2 | $40.6K | Hold |
239
| – | – | ﹤0.01% | 786 |
|
2023
Q1 | $35.7K | Hold |
239
| – | – | ﹤0.01% | 827 |
|
2022
Q4 | $30.9K | Buy |
239
+38
| +19% | +$4.91K | ﹤0.01% | 873 |
|
2022
Q3 | $29K | Buy |
201
+27
| +16% | +$3.9K | ﹤0.01% | 833 |
|
2022
Q2 | $24K | Buy |
174
+159
| +1,060% | +$21.9K | ﹤0.01% | 913 |
|
2022
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 1896 |
|
2021
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 1716 |
|
2021
Q3 | – | Sell |
-147
| Closed | -$26K | – | 2030 |
|
2021
Q2 | $26K | Hold |
147
| – | – | 0.01% | 695 |
|
2021
Q1 | $25K | Sell |
147
-38
| -21% | -$6.46K | 0.01% | 675 |
|
2020
Q4 | $30K | Sell |
185
-18
| -9% | -$2.92K | 0.01% | 561 |
|
2020
Q3 | $30K | Buy |
203
+38
| +23% | +$5.62K | 0.01% | 491 |
|
2020
Q2 | $21K | Buy |
+165
| New | +$21K | 0.01% | 599 |
|