NWWA
New Wave Wealth 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 | $2.08M | Sell |
9,578
-1,589
| -14% | -$345K | 0.88% | 32 |
|
|
2025
Q1 | $2.21M | Buy |
11,167
+2,937
| +36% | +$580K | 0.99% | 31 |
|
|
2024
Q4 | $1.85M | Buy |
8,230
+4,386
| +114% | +$984K | 0.76% | 30 |
|
|
2024
Q3 | $770K | Sell |
3,844
-3,000
| -44% | -$601K | 0.35% | 48 |
|
|
2024
Q2 | $1.25M | Buy |
+6,844
| New | +$1.25M | 0.67% | 35 |
|