Lionsbridge Wealth Management’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 | $729K | Sell |
3,354
-56
| -2% | -$12.2K | 0.73% | 42 |
|
|
2025
Q1 | $673K | Sell |
3,410
-613
| -15% | -$121K | 0.6% | 47 |
|
|
2024
Q4 | $903K | Sell |
4,023
-332
| -8% | -$74.5K | 0.76% | 44 |
|
|
2024
Q3 | $873K | Buy |
+4,355
| New | +$873K | 0.69% | 48 |
|
|
2024
Q2 | – | Sell |
-9,272
| Closed | -$1.71M | – | 66 |
|
|
2024
Q1 | $1.71M | Buy |
+9,272
| New | +$1.71M | 1.32% | 27 |
|