Olistico Wealth’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 | $356K | Hold |
1,640
| – | – | 0.2% | 73 |
|
|
2025
Q1 | $324K | Sell |
1,640
-1
| -0.1% | -$198 | 0.2% | 78 |
|
|
2024
Q4 | $368K | Sell |
1,641
-49
| -3% | -$11K | 0.21% | 74 |
|
|
2024
Q3 | $339K | Sell |
1,690
-466
| -22% | -$93.4K | 0.21% | 81 |
|
|
2024
Q2 | $393K | Sell |
2,156
-22
| -1% | -$4.01K | 0.25% | 76 |
|
|
2024
Q1 | $401K | Sell |
2,178
-47
| -2% | -$8.64K | 0.29% | 74 |
|
|
2023
Q4 | $398K | Sell |
2,225
-14
| -0.6% | -$2.5K | 0.31% | 75 |
|
|
2023
Q3 | $360K | Sell |
2,239
-5
| -0.2% | -$805 | 0.32% | 77 |
|
|
2023
Q2 | $381K | Sell |
2,244
-65
| -3% | -$11K | 0.33% | 78 |
|
|
2023
Q1 | $345K | Sell |
2,309
-8
| -0.3% | -$1.2K | 0.33% | 74 |
|
|
2022
Q4 | $299K | Buy |
+2,317
| New | +$299K | 0.32% | 80 |
|