Moulton 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 | $883K | Buy |
+3,990
| New | +$883K | 0.67% | 30 |
|
|
2025
Q1 | – | Sell |
-10,669
| Closed | -$2.39M | – | 51 |
|
|
2024
Q4 | $2.39M | Buy |
10,669
+5,588
| +110% | +$1.25M | 1.84% | 15 |
|
|
2024
Q3 | $1.01M | Buy |
+5,081
| New | +$1.01M | 0.84% | 24 |
|
|
2022
Q1 | – | Sell |
-11,667
| Closed | -$2.44M | – | 31 |
|
|
2021
Q4 | $2.44M | Buy |
+11,667
| New | +$2.44M | 1.78% | 16 |
|