LRWA
Long Run Wealth Advisors’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 | $4.56M | Sell |
20,976
-579
| -3% | -$126K | 0.96% | 28 |
|
|
2025
Q1 | $4.26M | Buy |
21,555
+5,084
| +31% | +$1M | 0.97% | 28 |
|
|
2024
Q4 | $3.7M | Sell |
16,471
-3,515
| -18% | -$789K | 0.89% | 33 |
|
|
2024
Q3 | $4M | Buy |
19,986
+228
| +1% | +$45.7K | 0.94% | 30 |
|
|
2024
Q2 | $3.6M | Sell |
19,758
-34,565
| -64% | -$6.3M | 0.91% | 31 |
|
|
2024
Q1 | $9.99M | Buy |
54,323
+2,788
| +5% | +$513K | 2.63% | 12 |
|
|
2023
Q4 | $9.21M | Buy |
51,535
+3,007
| +6% | +$538K | 2.66% | 10 |
|
|
2023
Q3 | $7.81M | Buy |
48,528
+1,982
| +4% | +$319K | 2.53% | 11 |
|
|
2023
Q2 | $7.9M | Buy |
46,546
+2,703
| +6% | +$459K | 2.52% | 11 |
|
|
2023
Q1 | $6.56M | Buy |
43,843
+11,177
| +34% | +$1.67M | 2.23% | 13 |
|
|
2022
Q4 | $4.22M | Buy |
32,666
+1,689
| +5% | +$218K | 1.52% | 20 |
|
|
2022
Q3 | $4.41M | Sell |
30,977
-14,912
| -32% | -$2.12M | 1.75% | 16 |
|
|
2022
Q2 | $6.31M | Buy |
45,889
+1,848
| +4% | +$254K | 2.44% | 10 |
|
|
2022
Q1 | $8.16M | Buy |
44,041
+1,939
| +5% | +$359K | 2.85% | 9 |
|
|
2021
Q4 | $8.58M | Buy |
+42,102
| New | +$8.58M | 2.98% | 7 |
|