Obermeyer 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 | $217K | Buy |
+1,000
| New | +$217K | 0.01% | 263 |
|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$224K | – | 280 |
|
|
2024
Q4 | $224K | Hold |
1,000
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $200K | Buy |
+1,000
| New | +$200K | 0.01% | 252 |
|
|
2024
Q2 | – | Sell |
-1,200
| Closed | -$221K | – | 266 |
|
|
2024
Q1 | $221K | Buy |
+1,200
| New | +$221K | 0.01% | 230 |
|