Mission Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
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|
2025
Q1 | $251K | Sell |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $546K | Buy |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $512K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $354K | Sell |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $278K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $308K | Buy |
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