MGB Wealth Management’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 | $170K | Sell |
783
-27
| -3% | -$5.87K | 0.06% | 225 |
|
|
2025
Q1 | $160K | Hold |
810
| – | – | 0.06% | 214 |
|
|
2024
Q4 | $182K | Hold |
810
| – | – | 0.06% | 201 |
|
|
2024
Q3 | $162K | Hold |
810
| – | – | 0.06% | 195 |
|
|
2024
Q2 | $155K | Buy |
810
+500
| +161% | +$95.7K | 0.06% | 200 |
|
|
2024
Q1 | $57K | Buy |
310
+100
| +48% | +$18.4K | 0.02% | 224 |
|
|
2023
Q4 | $37.6K | Buy |
+210
| New | +$37.6K | 0.02% | 226 |
|