Oak Harbor Wealth 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 | $138K | Buy |
637
+621
| +3,881% | +$135K | 0.04% | 198 |
|
|
2025
Q1 | $3.16K | Buy |
+16
| New | +$3.16K | ﹤0.01% | 241 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$8.05K | – | 240 |
|
|
2023
Q3 | $8.05K | Hold |
50
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $8.49K | Hold |
50
| – | – | ﹤0.01% | 223 |
|
|
2023
Q1 | $7.48K | Hold |
50
| – | – | ﹤0.01% | 215 |
|
|
2022
Q4 | $6.46K | Hold |
50
| – | – | ﹤0.01% | 210 |
|
|
2022
Q3 | $7K | Sell |
50
-50
| -50% | -$7K | ﹤0.01% | 203 |
|
|
2022
Q2 | $14K | Hold |
100
| – | – | 0.01% | 195 |
|
|
2022
Q1 | $19K | Hold |
100
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $20K | Buy |
+100
| New | +$20K | 0.01% | 214 |
|