LWA
Lowe 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 | $4.35K | Hold |
20
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $3.95K | Hold |
20
| – | – | ﹤0.01% | 303 |
|
|
2024
Q4 | $4.49K | Hold |
20
| – | – | ﹤0.01% | 287 |
|
|
2024
Q3 | $4.01K | Hold |
20
| – | – | ﹤0.01% | 261 |
|
|
2024
Q2 | $3.65K | Hold |
20
| – | – | ﹤0.01% | 258 |
|
|
2024
Q1 | $3.68K | Hold |
20
| – | – | ﹤0.01% | 255 |
|
|
2023
Q4 | $3.58K | Hold |
20
| – | – | ﹤0.01% | 262 |
|
|
2023
Q3 | $3.22K | Hold |
20
| – | – | ﹤0.01% | 255 |
|
|
2023
Q2 | $3.4K | Sell |
20
-65
| -76% | -$11K | ﹤0.01% | 287 |
|
|
2023
Q1 | $12.7K | Hold |
85
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $11K | Hold |
85
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $12K | Hold |
85
| – | – | 0.01% | 191 |
|
|
2022
Q2 | $12K | Hold |
85
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $16K | Hold |
85
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $17K | Hold |
85
| – | – | 0.01% | 162 |
|
|
2021
Q3 | $15K | Hold |
85
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $15K | Hold |
85
| – | – | 0.01% | 159 |
|
|
2021
Q1 | $14K | Sell |
85
-3,565
| -98% | -$587K | 0.01% | 158 |
|
|
2020
Q4 | $587K | Buy |
3,650
+3,480
| +2,047% | +$560K | 0.3% | 24 |
|
|
2020
Q3 | $25K | Buy |
170
+110
| +183% | +$16.2K | 0.01% | 108 |
|
|
2020
Q2 | $8K | Hold |
60
| – | – | ﹤0.01% | 172 |
|
|
2020
Q1 | $6K | Sell |
60
-2,175
| -97% | -$218K | ﹤0.01% | 186 |
|
|
2019
Q4 | $280K | Buy |
2,235
+2,135
| +2,135% | +$267K | 0.16% | 28 |
|
|
2019
Q3 | $12K | Hold |
100
| – | – | 0.01% | 141 |
|
|
2019
Q2 | $12K | Buy |
+100
| New | +$12K | 0.01% | 155 |
|
|
2017
Q4 | – | Sell |
-50
| Closed | -$5K | – | 275 |
|
|
2017
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 189 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 172 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 169 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 174 |
|
|
2016
Q3 | $4K | Sell |
50
-65
| -57% | -$5.2K | ﹤0.01% | 174 |
|
|
2016
Q2 | $9K | Buy |
+115
| New | +$9K | 0.01% | 139 |
|
|
2015
Q2 | – | Sell |
-45
| Closed | -$3K | – | 246 |
|
|
2015
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 187 |
|