Oliver Lagore Vanvalin Investment Group’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 | $19.3K | Buy |
+98
| New | +$19.3K | 0.01% | 345 |
|
|
2024
Q4 | $8.97K | Sell |
40
-3
| -7% | -$673 | ﹤0.01% | 457 |
|
|
2024
Q3 | $8.62K | Buy |
+43
| New | +$8.62K | ﹤0.01% | 447 |
|
|
2023
Q4 | – | Sell |
-276
| Closed | -$44.4K | – | 1004 |
|
|
2023
Q3 | $44.4K | Hold |
276
| – | – | 0.02% | 253 |
|
|
2023
Q2 | $46.9K | Buy |
276
+243
| +736% | +$41.3K | 0.02% | 255 |
|
|
2023
Q1 | $4.92K | Hold |
33
| – | – | ﹤0.01% | 482 |
|
|
2022
Q4 | $4.23K | Hold |
33
| – | – | ﹤0.01% | 485 |
|
|
2022
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $4K | Sell |
33
-101
| -75% | -$12.2K | ﹤0.01% | 452 |
|
|
2022
Q1 | $23K | Buy |
+134
| New | +$23K | 0.02% | 243 |
|