Nelson Capital Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
|
|||||
|
2025
Q1 | $2.6M | Buy |
|
|||||
|
2024
Q4 | $2.65M | Buy |
|
|||||
|
2024
Q3 | $2.35M | Buy |
|
|||||
|
2024
Q2 | $1.94M | Buy |
|
|||||
|
2024
Q1 | $1.93M | Buy |
|
|||||
|
2023
Q4 | $1.87M | Buy |
|
|||||
|
2023
Q3 | $1.66M | Buy |
|
|||||
|
2023
Q2 | $1.62M | Buy |
|
|||||
|
2023
Q1 | $1.4M | Buy |
|
|||||
|
2022
Q4 | $1.15M | Buy |
|
|||||
|
2022
Q3 | $1.25M | Sell |
|
|||||
|
2022
Q2 | $1.28M | Sell |
|
|||||
|
2022
Q1 | $1.93M | Sell |
|
|||||
|
2021
Q4 | $2.14M | Buy |
|
|||||
|
2021
Q3 | $1.8M | Buy |
|
|||||
|
2021
Q2 | $1.74M | Sell |
|
|||||
|
2021
Q1 | $1.77M | Sell |
|
|||||
|
2020
Q4 | $1.79M | Sell |
|
|||||
|
2020
Q3 | $2.53M | Buy |
|
|||||
|
2020
Q2 | $2.19M | Sell |
|
|||||
|
2020
Q1 | $1.73M | Buy |
|
|||||
|
2019
Q4 | $2.15M | Sell |
|
|||||
|
2019
Q3 | $2.14M | Buy |
|
|||||
|
2019
Q2 | $2.08M | Sell |
|
|||||
|
2019
Q1 | $2.58M | Buy |
|
|||||
|
2018
Q4 | $2.23M | Sell |
|
|||||
|
2018
Q3 | $2.79M | Buy |
|
|||||
|
2018
Q2 | $2.55M | Buy |
|
|||||
|
2018
Q1 | $2.36M | Buy |
|
|||||
|
2017
Q4 | $2.23M | Buy |
|
|||||
|
2017
Q3 | $1.99M | Buy |
|
|||||
|
2017
Q2 | $1.94M | Buy |
|
|||||
|
2017
Q1 | $1.88M | Buy |
|
|||||
|
2016
Q4 | $1.64M | Buy |
|
|||||
|
2016
Q3 | $1.59M | Buy |
|
|||||
|
2016
Q2 | $1.47M | Buy |
|
|||||
|
2016
Q1 | $1.46M | Buy |
|
|||||
|
2015
Q4 | $1.41M | Buy |
|
|||||
|
2015
Q3 | $1.25M | Buy |
|
|||||
|
2015
Q2 | $1.23M | Buy |
|
|||||
|
2015
Q1 | $1.2M | Buy |
|
|||||
|
2014
Q4 | $1.1M | Buy |
|
|||||
|
2014
Q3 | $974K | Buy |
|
|||||
|
2014
Q2 | $947K | Buy |
|
|||||
|
2014
Q1 | $858K | Buy |
|
|||||
|
2013
Q4 | $856K | Sell |
|
|||||
|
2013
Q3 | $785K | Buy |
|
|||||
|
2013
Q2 | $707K | Buy |
|