Live Oak Investment Partners’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 | $992K | Buy |
4,564
+275
| +6% | +$59.8K | 0.76% | 36 |
|
|
2025
Q1 | $847K | Buy |
+4,289
| New | +$847K | 0.67% | 44 |
|
|
2024
Q4 | – | Hold |
0
| – | -$122K | – | 92 |
|
|
2024
Q3 | – | Hold |
0
| – | -$117K | – | 100 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 99 |
|
|
2023
Q4 | – | Hold |
0
| – | -$889K | – | 30 |
|
|
2023
Q3 | – | Hold |
0
| – | -$947K | – | 34 |
|
|
2023
Q2 | – | Hold |
0
| – | -$907K | – | 34 |
|
|
2023
Q1 | – | Hold |
0
| – | -$794K | – | 33 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 35 |
|