Moss Adams Wealth Advisors’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 | $267K | Hold |
1,230
| – | – | 0.02% | 208 |
|
|
2025
Q1 | $243K | Hold |
1,230
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $276K | Sell |
1,230
-68
| -5% | -$15.3K | 0.03% | 157 |
|
|
2024
Q3 | $260K | Hold |
1,298
| – | – | 0.03% | 163 |
|
|
2024
Q2 | $237K | Hold |
1,298
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $239K | Buy |
1,298
+68
| +6% | +$12.5K | 0.04% | 129 |
|
|
2023
Q4 | $220K | Hold |
1,230
| – | – | 0.05% | 109 |
|
|
2023
Q3 | $198K | Hold |
1,230
| – | – | 0.07% | 97 |
|
|
2023
Q2 | $209K | Sell |
1,230
-12
| -1% | -$2.04K | 0.07% | 90 |
|
|
2023
Q1 | $186K | Buy |
1,242
+12
| +1% | +$1.79K | 0.06% | 92 |
|
|
2022
Q4 | $159K | Buy |
+1,230
| New | +$159K | 0.08% | 103 |
|