LRI Investments’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 | $86.9K | Hold |
400
| – | – | 0.01% | 453 |
|
|
2025
Q1 | $79K | Hold |
400
| – | – | 0.01% | 458 |
|
|
2024
Q4 | $89.7K | Hold |
400
| – | – | 0.01% | 430 |
|
|
2024
Q3 | $86.1K | Hold |
400
| – | – | 0.01% | 439 |
|
|
2024
Q2 | $73K | Hold |
400
| – | – | 0.01% | 437 |
|
|
2024
Q1 | $73.6K | Buy |
+400
| New | +$73.6K | 0.02% | 239 |
|