Moisand Fitzgerald Tamayo’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 | $46.1K | Hold |
212
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $41.9K | Hold |
212
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $47.6K | Buy |
+212
| New | +$47.6K | 0.01% | 193 |
|
|
2024
Q3 | – | Sell |
-24
| Closed | -$4.38K | – | 651 |
|
|
2024
Q2 | $4.38K | Buy |
+24
| New | +$4.38K | ﹤0.01% | 407 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$5K | – | 900 |
|
|
2022
Q2 | $5K | Hold |
36
| – | – | ﹤0.01% | 330 |
|
|
2022
Q1 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 224 |
|
|
2021
Q2 | – | Sell |
-53
| Closed | -$9K | – | 432 |
|
|
2021
Q1 | $9K | Hold |
53
| – | – | ﹤0.01% | 228 |
|
|
2020
Q4 | $9K | Hold |
53
| – | – | ﹤0.01% | 228 |
|
|
2020
Q3 | $8K | Hold |
53
| – | – | ﹤0.01% | 212 |
|
|
2020
Q2 | $7K | Hold |
53
| – | – | ﹤0.01% | 211 |
|
|
2020
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 203 |
|
|
2019
Q4 | $7K | Hold |
53
| – | – | ﹤0.01% | 219 |
|
|
2019
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 220 |
|
|
2019
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 219 |
|
|
2019
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 225 |
|
|
2018
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 225 |
|
|
2018
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 238 |
|
|
2018
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 220 |
|
|
2018
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 253 |
|
|
2017
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 218 |
|
|
2017
Q3 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 236 |
|
|
2016
Q2 | – | Sell |
-53
| Closed | -$4K | – | 210 |
|
|
2016
Q1 | $4K | Hold |
53
| – | – | ﹤0.01% | 185 |
|
|
2015
Q4 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 179 |
|