Narus Financial Partners’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 | $1.7M | Sell |
7,821
-1,912
| -20% | -$416K | 0.53% | 39 |
|
|
2025
Q1 | $1.92M | Buy |
9,733
+41
| +0.4% | +$8.1K | 0.65% | 32 |
|
|
2024
Q4 | $2.17M | Buy |
9,692
+127
| +1% | +$28.5K | 0.74% | 30 |
|
|
2024
Q3 | $1.92M | Buy |
9,565
+759
| +9% | +$152K | 0.69% | 28 |
|
|
2024
Q2 | $1.61M | Buy |
8,806
+86
| +1% | +$15.7K | 0.65% | 32 |
|
|
2024
Q1 | $1.6M | Buy |
8,720
+1,962
| +29% | +$361K | 0.68% | 30 |
|
|
2023
Q4 | $1.21M | Buy |
6,758
+5,494
| +435% | +$982K | 0.58% | 35 |
|
|
2023
Q3 | $203K | Buy |
+1,264
| New | +$203K | 0.1% | 123 |
|
|
2022
Q2 | – | Sell |
-1,091
| Closed | -$202K | – | 127 |
|
|
2022
Q1 | $202K | Buy |
+1,091
| New | +$202K | 0.11% | 110 |
|
|
2021
Q1 | $241K | Buy |
+1,436
| New | +$241K | 0.14% | 91 |
|