MYIA
Mount Yale Investment Advisors’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
Q2 | $2.96M | Sell |
13,637
-750
| -5% | -$163K | 0.23% | 90 |
|
|
2025
Q1 | $2.84M | Buy |
14,387
+540
| +4% | +$107K | 0.24% | 90 |
|
|
2024
Q4 | $3.11M | Sell |
13,847
-10,433
| -43% | -$2.34M | 0.25% | 82 |
|
|
2024
Q3 | $4.86M | Sell |
24,280
-3,933
| -14% | -$788K | 0.47% | 47 |
|
|
2024
Q2 | $5.15M | Buy |
28,213
+403
| +1% | +$73.5K | 0.41% | 45 |
|
|
2024
Q1 | $5.11M | Buy |
27,810
+1,593
| +6% | +$293K | 0.39% | 52 |
|
|
2023
Q4 | $4.69M | Buy |
26,217
+3,022
| +13% | +$540K | 0.45% | 46 |
|
|
2023
Q3 | $3.73M | Buy |
23,195
+3,027
| +15% | +$487K | 0.41% | 56 |
|
|
2023
Q2 | $3.42M | Buy |
20,168
+1,683
| +9% | +$286K | 0.36% | 64 |
|
|
2023
Q1 | $2.76M | Buy |
18,485
+2,290
| +14% | +$342K | 0.31% | 76 |
|
|
2022
Q4 | $2.09M | Buy |
16,195
+25
| +0.2% | +$3.23K | 0.24% | 100 |
|
|
2022
Q3 | $2.3M | Buy |
16,170
+3,158
| +24% | +$450K | 0.31% | 78 |
|
|
2022
Q2 | $1.79M | Buy |
13,012
+340
| +3% | +$46.7K | 0.23% | 104 |
|
|
2022
Q1 | $2.34M | Buy |
12,672
+1,168
| +10% | +$216K | 0.25% | 90 |
|
|
2021
Q4 | $2.35M | Sell |
11,504
-514
| -4% | -$105K | 0.24% | 96 |
|
|
2021
Q3 | $2.16M | Buy |
12,018
+908
| +8% | +$163K | 0.25% | 98 |
|
|
2021
Q2 | $1.98M | Sell |
11,110
-2,063
| -16% | -$368K | 0.24% | 89 |
|
|
2021
Q1 | $2.21M | Buy |
13,173
+1,941
| +17% | +$326K | 0.29% | 84 |
|
|
2020
Q4 | $1.81M | Sell |
11,232
-381
| -3% | -$61.3K | 0.25% | 91 |
|
|
2020
Q3 | $1.71M | Sell |
11,613
-122
| -1% | -$17.9K | 0.24% | 92 |
|
|
2020
Q2 | $1.5M | Buy |
11,735
+861
| +8% | +$110K | 0.27% | 93 |
|
|
2020
Q1 | $1.07M | Sell |
10,874
-418
| -4% | -$41K | 0.24% | 106 |
|
|
2019
Q4 | $1.42M | Buy |
11,292
+258
| +2% | +$32.3K | 0.25% | 99 |
|
|
2019
Q3 | $1.34M | Buy |
11,034
+114
| +1% | +$13.8K | 0.24% | 100 |
|
|
2019
Q2 | $1.28M | Sell |
10,920
-1,068
| -9% | -$125K | 0.24% | 99 |
|
|
2019
Q1 | $1.37M | Buy |
11,988
+191
| +2% | +$21.7K | 0.26% | 96 |
|
|
2018
Q4 | $1.27M | Buy |
11,797
+438
| +4% | +$47K | 0.26% | 96 |
|
|
2018
Q3 | $1.27M | Sell |
11,359
-2,533
| -18% | -$283K | 0.22% | 98 |
|
|
2018
Q2 | $1.52M | Buy |
13,892
+435
| +3% | +$47.5K | 0.29% | 86 |
|
|
2018
Q1 | $1.36M | Buy |
+13,457
| New | +$1.36M | 0.29% | 87 |
|