Lowe Brockenbrough & Co’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 | $150K | Sell |
690
-1,247
| -64% | -$271K | 0.01% | 275 |
|
2025
Q1 | $382K | Buy |
1,937
+593
| +44% | +$117K | 0.03% | 223 |
|
2024
Q4 | $302K | Buy |
+1,344
| New | +$302K | 0.02% | 237 |
|
2023
Q1 | – | Sell |
-3,095
| Closed | -$400K | – | 269 |
|
2022
Q4 | $400K | Buy |
+3,095
| New | +$400K | 0.03% | 220 |
|
2022
Q3 | – | Sell |
-15,055
| Closed | -$2.07M | – | 260 |
|
2022
Q2 | $2.07M | Buy |
+15,055
| New | +$2.07M | 0.18% | 122 |
|