LPAM
Lodestar Private Asset Management’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
Q2 | $234K | Sell |
1,075
-56
| -5% | -$12.2K | 0.03% | 211 |
|
|
2025
Q1 | $223K | Sell |
1,131
-45
| -4% | -$8.89K | 0.03% | 206 |
|
|
2024
Q4 | $264K | Sell |
1,176
-23
| -2% | -$5.16K | 0.03% | 185 |
|
|
2024
Q3 | $240K | Hold |
1,199
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $219K | Sell |
1,199
-25
| -2% | -$4.56K | 0.03% | 202 |
|
|
2024
Q1 | $225K | Hold |
1,224
| – | – | 0.03% | 199 |
|
|
2023
Q4 | $219K | Sell |
1,224
-42
| -3% | -$7.51K | 0.03% | 193 |
|
|
2023
Q3 | $204K | Buy |
+1,266
| New | +$204K | 0.03% | 193 |
|