One Charles Private Wealth Services’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.96M | Buy |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $2.72M | Sell |
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|
2021
Q3 | $2.55M | Buy |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $240K | Buy |
|