MAWCM
Mine & Arao Wealth Creation & Management’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
Q1 | – | Sell |
-900
| Closed | -$202K | – | 77 |
|
|
2024
Q4 | $202K | Buy |
+900
| New | +$202K | 0.09% | 75 |
|
|
2024
Q2 | – | Sell |
-900
| Closed | -$166K | – | 375 |
|
|
2024
Q1 | $166K | Hold |
900
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $161K | Hold |
900
| – | – | 0.09% | 80 |
|
|
2023
Q3 | $145K | Hold |
900
| – | – | 0.09% | 79 |
|
|
2023
Q2 | $153K | Hold |
900
| – | – | 0.09% | 80 |
|
|
2023
Q1 | $135K | Sell |
900
-1
| -0.1% | -$150 | 0.09% | 86 |
|
|
2022
Q4 | $116K | Hold |
901
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $128K | Hold |
901
| – | – | 0.09% | 78 |
|
|
2022
Q2 | $124K | Buy |
901
+1
| +0.1% | +$138 | 0.09% | 89 |
|
|
2022
Q1 | $167K | Hold |
900
| – | – | 0.1% | 75 |
|
|
2021
Q4 | $184K | Hold |
900
| – | – | 0.1% | 72 |
|
|
2021
Q3 | $162K | Hold |
900
| – | – | 0.1% | 83 |
|
|
2021
Q2 | $161K | Hold |
900
| – | – | 0.1% | 82 |
|
|
2021
Q1 | $151K | Hold |
900
| – | – | 0.1% | 84 |
|
|
2020
Q4 | $145K | Hold |
900
| – | – | 0.1% | 77 |
|
|
2020
Q3 | $132K | Buy |
900
+500
| +125% | +$73.3K | 0.11% | 72 |
|
|
2020
Q2 | $51K | Hold |
400
| – | – | 0.05% | 111 |
|
|
2020
Q1 | $39K | Sell |
400
-91
| -19% | -$8.87K | 0.05% | 116 |
|
|
2019
Q4 | $62K | Buy |
+491
| New | +$62K | 0.06% | 112 |
|